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 8-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 | $958,234 | $159,602+500.4% | $150,045+538.6% | $142,382+573.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 52.33% | 70.24%-17.9pp | 62.55%-10.2pp | 217.08%-164.8pp |
| Employer contribution / active EE | $35,829 | $4,961+622.3% | $4,693+663.4% | $4,299+733.4% |
| Participant deferral / active EE | $21,467 | $8,310+158.3% | $7,997+168.4% | $6,507+229.9% |
| Admin fee / account holder | $222 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |