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 | $484,071 | $107,334+351.0% | $92,893+421.1% | $152,861+216.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.73% | 145.58%-118.8pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,325 | $4,221-68.6% | $3,653-63.7% | $4,762-72.2% |
| Participant deferral / active EE | $7,575 | $4,845+56.4% | $4,236+78.8% | $5,850+29.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |