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 | $739,809 | $228,332+224.0% | $185,823+298.1% | $158,922+365.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.87% | 40.80%-32.9pp | 35.95%-28.1pp | 302.83%-295.0pp |
| Employer contribution / active EE | $6,258 | $4,967+26.0% | $4,087+53.1% | $4,761+31.4% |
| Participant deferral / active EE | $17,239 | $6,415+168.7% | $5,632+206.1% | $5,982+188.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |