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 | $690,849 | $177,572+289.1% | $154,803+346.3% | $142,382+385.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.90% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $26,717 | $4,810+455.4% | $4,305+520.5% | $4,299+521.5% |
| Participant deferral / active EE | $21,917 | $6,272+249.5% | $5,540+295.6% | $6,507+236.8% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |