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 | $819,833 | $133,922+512.2% | $116,228+605.4% | $142,382+475.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.94% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,656 | $3,446-22.9% | $2,994-11.3% | $4,299-38.2% |
| Participant deferral / active EE | $19,750 | $5,672+248.2% | $4,953+298.7% | $6,507+203.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |