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 | $657,630 | $95,266+590.3% | $82,389+698.2% | $142,382+361.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.08% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $14,569 | $2,991+387.1% | $2,517+478.8% | $4,299+238.9% |
| Participant deferral / active EE | $22,373 | $4,809+365.2% | $4,155+438.5% | $6,507+243.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |