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 9-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 | $509,754 | $214,378+137.8% | $200,582+154.1% | $142,382+258.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.29% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $12,454 | $6,841+82.0% | $6,419+94.0% | $4,299+189.7% |
| Participant deferral / active EE | $18,328 | $9,865+85.8% | $9,331+96.4% | $6,507+181.6% |
| Admin fee / account holder | $151 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |