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 | $545,483 | $165,335+229.9% | $149,696+264.4% | $158,922+243.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.87% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $5,227 | $5,103+2.4% | $4,644+12.6% | $4,761+9.8% |
| Participant deferral / active EE | $14,300 | $7,181+99.1% | $6,842+109.0% | $5,982+139.0% |
| Admin fee / account holder | $262 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |