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 | $796,634 | $159,602+399.1% | $150,045+430.9% | $142,382+459.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.67% | 70.24%-37.6pp | 62.55%-29.9pp | 217.08%-184.4pp |
| Employer contribution / active EE | $4,962 | $4,9610% | $4,693+5.7% | $4,299+15.4% |
| Participant deferral / active EE | $12,958 | $8,310+55.9% | $7,997+62.0% | $6,507+99.1% |
| Admin fee / account holder | $118 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |