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 | $673,877 | $105,931+536.1% | $81,930+722.5% | $158,922+324.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 24.49% | 38.17%-13.7pp | 29.49%-5.0pp | 302.83%-278.3pp |
| Employer contribution / active EE | $8,768 | $7,800+12.4% | $4,310+103.4% | $4,761+84.2% |
| Participant deferral / active EE | $23,833 | $13,003+83.3% | $7,107+235.4% | $5,982+298.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |