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 9-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 | $458,051 | $100,773+354.5% | $88,946+415.0% | $142,382+221.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 17.10% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,708 | $2,918+129.9% | $2,555+162.5% | $4,299+56.0% |
| Participant deferral / active EE | $21,800 | $5,230+316.8% | $4,581+375.8% | $6,507+235.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |