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 | $633,122 | $217,402+191.2% | $185,823+240.7% | $167,490+278.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.84% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $9,454 | $5,873+61.0% | $5,167+83.0% | $4,837+95.4% |
| Participant deferral / active EE | $19,783 | $6,356+211.2% | $5,568+255.3% | $6,341+212.0% |
| Admin fee / account holder | $23 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |