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 | $827,524 | $177,572+366.0% | $154,803+434.6% | $142,382+481.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $28,477 | $4,810+492.0% | $4,305+561.4% | $4,299+562.4% |
| Participant deferral / active EE | $12,288 | $6,272+95.9% | $5,540+121.8% | $6,507+88.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |