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 | $607,041 | $210,648+188.2% | $177,989+241.1% | $145,922+316.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.84% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $13,532 | $4,565+196.5% | $3,949+242.7% | $4,660+190.4% |
| Participant deferral / active EE | $8,386 | $6,958+20.5% | $6,276+33.6% | $6,688+25.4% |
| Admin fee / account holder | $9 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |