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 | $551,454 | $214,378+157.2% | $200,582+174.9% | $142,382+287.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.16% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,500 | $6,841+82.7% | $6,419+94.7% | $4,299+190.8% |
| Participant deferral / active EE | $7,616 | $9,865-22.8% | $9,331-18.4% | $6,507+17.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |