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 | $699,076 | $107,934+547.7% | $91,989+660.0% | $152,861+357.3% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 27.80% | 89.24%-61.4pp | 69.02%-41.2pp | 345.32%-317.5pp |
| Employer contribution / active EE | $21,136 | $4,210+402.1% | $3,452+512.3% | $4,762+343.8% |
| Participant deferral / active EE | $11,600 | $6,364+82.3% | $5,923+95.8% | $5,850+98.3% |
| Admin fee / account holder | $166 | $10,520-98.4% | $7,743-97.9% | $11,596-98.6% |