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 | $511,017 | $114,381+346.8% | $107,525+375.3% | $142,382+258.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 242.71%-228.0pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $20,465 | $4,015+409.8% | $3,754+445.2% | $4,299+376.0% |
| Participant deferral / active EE | $13,019 | $5,564+134.0% | $5,116+154.5% | $6,507+100.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |