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 9-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 | $706,286 | $201,272+250.9% | $184,203+283.4% | $145,922+384.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 14.84% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $11,181 | $7,022+59.2% | $6,427+74.0% | $4,660+140.0% |
| Participant deferral / active EE | $20,584 | $9,806+109.9% | $9,131+125.4% | $6,688+207.8% |
| Admin fee / account holder | $163 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |