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 | $664,052 | $226,064+193.7% | $182,532+263.8% | $152,861+334.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.46% | 192.51%-174.0pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,299 | $4,978-13.6% | $4,076+5.5% | $4,762-9.7% |
| Participant deferral / active EE | $6,455 | $6,368+1.4% | $5,524+16.8% | $5,850+10.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |