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 | $579,080 | $163,101+255.0% | $136,749+323.5% | $142,382+306.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 27.54%-9.0pp | 24.33%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $15,181 | $4,117+268.8% | $3,400+346.6% | $4,299+253.1% |
| Participant deferral / active EE | $1,819 | $5,585-67.4% | $4,692-61.2% | $6,507-72.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |