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 | $886,377 | $159,602+455.4% | $150,045+490.7% | $142,382+522.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.41% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,938 | $4,961-0.4% | $4,693+5.2% | $4,299+14.9% |
| Participant deferral / active EE | $11,215 | $8,310+35.0% | $7,997+40.2% | $6,507+72.3% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |