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 | $500,536 | $202,318+147.4% | $172,739+189.8% | $152,861+227.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.10% | 1029.65%-1006.6pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,470 | $5,856-6.6% | $5,143+6.4% | $4,762+14.9% |
| Participant deferral / active EE | $7,086 | $5,948+19.1% | $5,198+36.3% | $5,850+21.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |