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 | $578,146 | $114,381+405.5% | $107,525+437.7% | $142,382+306.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.43% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $10,645 | $4,015+165.1% | $3,754+183.6% | $4,299+147.6% |
| Participant deferral / active EE | $17,959 | $5,564+222.8% | $5,116+251.1% | $6,507+176.0% |
| Admin fee / account holder | $215 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |