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 | $967,879 | $114,381+746.2% | $107,525+800.1% | $142,382+579.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $38,430 | $4,015+857.2% | $3,754+923.8% | $4,299+793.9% |
| Participant deferral / active EE | $25,659 | $5,564+361.1% | $5,116+401.6% | $6,507+294.3% |
| Admin fee / account holder | $65 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |