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 | $491,850 | $210,648+133.5% | $177,989+176.3% | $145,922+237.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.27% | 385.86%-374.6pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,162 | $4,565+35.0% | $3,949+56.0% | $4,660+32.2% |
| Participant deferral / active EE | $22,898 | $6,958+229.1% | $6,276+264.9% | $6,688+242.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |