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 | $917,332 | $117,841+678.4% | $102,423+795.6% | $145,922+528.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,354 | $3,615-34.9% | $3,023-22.1% | $4,660-49.5% |
| Participant deferral / active EE | $6,833 | $5,731+19.2% | $5,053+35.2% | $6,688+2.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |