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 | $541,482 | $165,335+227.5% | $149,696+261.7% | $158,922+240.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.67% | 348.15%-327.5pp | 276.60%-255.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,370 | $5,103-73.2% | $4,644-70.5% | $4,761-71.2% |
| Participant deferral / active EE | $13,575 | $7,181+89.0% | $6,842+98.4% | $5,982+126.9% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |