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 | $774,134 | $167,484+362.2% | $151,611+410.6% | $134,475+475.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.62% | 7.80%-21.4pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $11,617 | $6,829+70.1% | $6,166+88.4% | $4,740+145.1% |
| Participant deferral / active EE | $15,093 | $8,986+68.0% | $8,363+80.5% | $6,400+135.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |