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 | $514,991 | $117,983+336.5% | $101,794+405.9% | $142,382+261.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.30% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,833 | $2,773+146.4% | $2,289+198.5% | $4,299+58.9% |
| Participant deferral / active EE | $10,333 | $4,714+119.2% | $4,084+153.0% | $6,507+58.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |