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 | $1,408,612 | $106,584+1221.6% | $101,326+1290.2% | $142,382+889.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.35% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,192 | $3,956+6.0% | $3,665+14.4% | $4,299-2.5% |
| Participant deferral / active EE | $31,590 | $8,297+280.7% | $7,994+295.2% | $6,507+385.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |