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 | $745,996 | $217,402+243.1% | $185,823+301.5% | $167,490+345.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.77% | 148.36%-120.6pp | 122.05%-94.3pp | 478.56%-450.8pp |
| Employer contribution / active EE | $7,665 | $5,873+30.5% | $5,167+48.3% | $4,837+58.5% |
| Participant deferral / active EE | $14,300 | $6,356+125.0% | $5,568+156.8% | $6,341+125.5% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |