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 | $698,644 | $93,346+648.4% | $71,796+873.1% | $273,961+155.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.41% | 130.39%-124.0pp | 78.04%-71.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,865 | $2,733+78.0% | $1,924+152.8% | $4,869-0.1% |
| Participant deferral / active EE | $10,264 | $3,475+195.4% | $2,794+267.3% | $5,287+94.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |