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 | $429,129 | $159,602+168.9% | $150,045+186.0% | $142,382+201.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.61% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,445 | $4,961-50.7% | $4,693-47.9% | $4,299-43.1% |
| Participant deferral / active EE | $18,876 | $8,310+127.1% | $7,997+136.0% | $6,507+190.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |