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 5-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 | $861,422 | $180,449+377.4% | $154,107+459.0% | $135,375+536.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 21.89% | 888.09%-866.2pp | 735.12%-713.2pp | 519.73%-497.8pp |
| Employer contribution / active EE | $2,409 | $6,035-60.1% | $5,298-54.5% | $4,779-49.6% |
| Participant deferral / active EE | $21,000 | $5,806+261.7% | $5,081+313.3% | $5,609+274.4% |
| Admin fee / account holder | $221 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |