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 8-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 | $510,558 | $228,332+123.6% | $185,823+174.8% | $158,922+221.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 44.11% | 40.80%+3.3pp | 35.95%+8.2pp | 302.83%-258.7pp |
| Employer contribution / active EE | $20,000 | $4,967+302.7% | $4,087+389.3% | $4,761+320.1% |
| Participant deferral / active EE | $18,135 | $6,415+182.7% | $5,632+222.0% | $5,982+203.2% |
| Admin fee / account holder | $277 | $11,864-97.7% | $9,500-97.1% | $11,246-97.5% |