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 | $486,146 | $165,984+192.9% | $164,813+195.0% | $145,922+233.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.26% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,795 | $5,273-47.0% | $4,341-35.6% | $4,660-40.0% |
| Participant deferral / active EE | $9,777 | $6,959+40.5% | $6,031+62.1% | $6,688+46.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |