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 | $2,057,704 | $177,572+1058.8% | $154,803+1229.2% | $142,382+1345.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.84% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,685 | $4,810-23.4% | $4,305-14.4% | $4,299-14.3% |
| Participant deferral / active EE | $18,268 | $6,272+191.3% | $5,540+229.7% | $6,507+180.7% |
| Admin fee / account holder | $175 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |