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 | $710,626 | $209,411+239.3% | $178,490+298.1% | $158,922+347.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.73% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $25,375 | $5,706+344.7% | $5,011+406.4% | $4,761+433.0% |
| Participant deferral / active EE | $2,338 | $5,954-60.7% | $5,202-55.1% | $5,982-60.9% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |