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 | $857,874 | $179,726+377.3% | $156,263+449.0% | $142,382+502.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.77% | 77.86%-52.1pp | 59.47%-33.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $9,887 | $5,069+95.0% | $4,333+128.2% | $4,299+130.0% |
| Participant deferral / active EE | $20,418 | $6,956+193.5% | $6,158+231.6% | $6,507+213.8% |
| Admin fee / account holder | $67 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |