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 | $624,716 | $217,402+187.4% | $185,823+236.2% | $167,490+273.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.73% | 148.36%-127.6pp | 122.05%-101.3pp | 478.56%-457.8pp |
| Employer contribution / active EE | $13,456 | $5,873+129.1% | $5,167+160.4% | $4,837+178.2% |
| Participant deferral / active EE | $13,647 | $6,356+114.7% | $5,568+145.1% | $6,341+115.2% |
| Admin fee / account holder | $60 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |