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 | $843,181 | $179,726+369.1% | $156,263+439.6% | $142,382+492.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.87% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $19,761 | $5,069+289.8% | $4,333+356.0% | $4,299+359.6% |
| Participant deferral / active EE | $35,453 | $6,956+409.7% | $6,158+475.7% | $6,507+444.8% |
| Admin fee / account holder | $3 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |