See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,386 | $135,952+301.2% | $123,892+340.2% | $273,961+99.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.50% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,529 | $5,170+26.3% | $4,617+41.4% | $4,869+34.1% |
| Participant deferral / active EE | $11,038 | $6,343+74.0% | $5,984+84.5% | $5,287+108.8% |
| Admin fee / account holder | $84 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |