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 | $970,017 | $127,065+663.4% | $113,168+757.2% | $142,382+581.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.46% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,798 | $3,442+10.3% | $2,975+27.6% | $4,299-11.7% |
| Participant deferral / active EE | $13,521 | $5,716+136.5% | $5,107+164.8% | $6,507+107.8% |
| Admin fee / account holder | $24 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |