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 7-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 | $640,748 | $214,378+198.9% | $200,582+219.4% | $142,382+350.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.20% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,942 | $6,841+1.5% | $6,419+8.1% | $4,299+61.5% |
| Participant deferral / active EE | $26,000 | $9,865+163.6% | $9,331+178.6% | $6,507+299.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |