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 | $517,271 | $133,922+286.2% | $116,228+345.0% | $142,382+263.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 25.47% | 147.76%-122.3pp | 90.06%-64.6pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,554 | $3,446+3.1% | $2,994+18.7% | $4,299-17.3% |
| Participant deferral / active EE | $14,740 | $5,672+159.9% | $4,953+197.6% | $6,507+126.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |