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 | $847,456 | $112,881+650.7% | $90,951+831.8% | $158,922+433.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.71% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $18,955 | $2,893+555.2% | $2,122+793.3% | $4,761+298.1% |
| Participant deferral / active EE | $16,843 | $4,128+308.1% | $3,373+399.4% | $5,982+181.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |