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 | $640,175 | $176,377+263.0% | $134,143+377.2% | $158,922+302.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.68% | 63.63%-51.9pp | 36.33%-24.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $25,781 | $5,040+411.5% | $3,704+596.1% | $4,761+441.5% |
| Participant deferral / active EE | $26,000 | $4,091+535.5% | $3,499+643.1% | $5,982+334.6% |
| Admin fee / account holder | -$724 | $8,718-108.3% | $6,684-110.8% | $11,246-106.4% |