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 | $623,985 | $159,602+291.0% | $150,045+315.9% | $142,382+338.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.66% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $13,022 | $4,961+162.5% | $4,693+177.5% | $4,299+202.9% |
| Participant deferral / active EE | $21,711 | $8,310+161.3% | $7,997+171.5% | $6,507+233.6% |
| Admin fee / account holder | $166 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |