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 | $473,828 | $179,726+163.6% | $156,263+203.2% | $142,382+232.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.49% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $11,080 | $5,069+118.6% | $4,333+155.7% | $4,299+157.7% |
| Participant deferral / active EE | $10,652 | $6,956+53.1% | $6,158+73.0% | $6,507+63.7% |
| Admin fee / account holder | $3 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |