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 | $477,848 | $118,680+302.6% | $98,907+383.1% | $158,922+200.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 27.05% | 372.35%-345.3pp | 196.43%-169.4pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,885 | $3,333-13.4% | $2,689+7.3% | $4,761-39.4% |
| Participant deferral / active EE | $9,808 | $5,088+92.8% | $4,244+131.1% | $5,982+64.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |