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 | $640,397 | $106,584+500.8% | $101,326+532.0% | $142,382+349.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.62% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,853 | $3,956+73.2% | $3,665+87.0% | $4,299+59.4% |
| Participant deferral / active EE | $14,539 | $8,297+75.2% | $7,994+81.9% | $6,507+123.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |