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 | $576,371 | $95,561+503.1% | $77,163+647.0% | $139,434+313.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.24% | 54.92%-36.7pp | 37.87%-19.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $17,638 | $3,147+460.4% | $2,535+595.8% | $4,751+271.3% |
| Participant deferral / active EE | $5,400 | $4,624+16.8% | $3,833+40.9% | $6,710-19.5% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |