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 | $772,984 | $133,922+477.2% | $116,228+565.1% | $142,382+442.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.32% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,947 | $3,446-14.5% | $2,994-1.6% | $4,299-31.5% |
| Participant deferral / active EE | $7,107 | $5,672+25.3% | $4,953+43.5% | $6,507+9.2% |
| Admin fee / account holder | $115 | $14,945-99.2% | $11,989-99.0% | $12,624-99.1% |