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 | $834,630 | $165,984+402.8% | $164,813+406.4% | $145,922+472.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.01% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $15,734 | $5,273+198.4% | $4,341+262.5% | $4,660+237.7% |
| Participant deferral / active EE | $20,333 | $6,959+192.2% | $6,031+237.1% | $6,688+204.0% |
| Admin fee / account holder | $6 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |