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 | $520,927 | $104,907+396.6% | $84,611+515.7% | $152,861+240.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.02% | 373.79%-347.8pp | 258.74%-232.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,519 | $3,302+6.6% | $2,652+32.7% | $4,762-26.1% |
| Participant deferral / active EE | $14,219 | $4,688+203.3% | $3,899+264.7% | $5,850+143.0% |
| Admin fee / account holder | $138 | $6,241-97.8% | $4,912-97.2% | $11,596-98.8% |