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 | $502,132 | $175,202+186.6% | $149,673+235.5% | $139,434+260.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.77% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,062 | $5,474-62.3% | $4,818-57.2% | $4,751-56.6% |
| Participant deferral / active EE | $8,866 | $6,519+36.0% | $5,680+56.1% | $6,710+32.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |