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 6-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 | $557,737 | $106,584+423.3% | $101,326+450.4% | $142,382+291.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 42.36% | 36.93%+5.4pp | 36.82%+5.5pp | 217.08%-174.7pp |
| Employer contribution / active EE | $34,609 | $3,956+774.9% | $3,665+844.2% | $4,299+705.0% |
| Participant deferral / active EE | $21,975 | $8,297+164.9% | $7,994+174.9% | $6,507+237.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |