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 | $619,343 | $197,591+213.4% | $177,821+248.3% | $158,922+289.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.44% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $14,678 | $6,697+119.2% | $5,918+148.0% | $4,761+208.3% |
| Participant deferral / active EE | $14,247 | $8,405+69.5% | $7,714+84.7% | $5,982+138.2% |
| Admin fee / account holder | $129 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |