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 | $565,927 | $183,963+207.6% | $162,163+249.0% | $152,861+270.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.55% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $15,127 | $6,371+137.5% | $5,614+169.5% | $4,762+217.6% |
| Participant deferral / active EE | $14,667 | $8,034+82.6% | $7,298+101.0% | $5,850+150.7% |
| Admin fee / account holder | $258 | $13,121-98.0% | $10,843-97.6% | $11,596-97.8% |