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 | $536,508 | $163,101+228.9% | $136,749+292.3% | $142,382+276.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.50% | 27.54%-2.0pp | 24.33%+1.2pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,322 | $4,117-19.3% | $3,400-2.3% | $4,299-22.7% |
| Participant deferral / active EE | $8,571 | $5,585+53.5% | $4,692+82.7% | $6,507+31.7% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |