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 7-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 | $504,844 | $185,822+171.7% | $169,993+197.0% | $139,434+262.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.12% | 60.50%-39.4pp | 53.37%-32.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $7,522 | $7,590-0.9% | $6,785+10.9% | $4,751+58.3% |
| Participant deferral / active EE | $12,150 | $11,622+4.5% | $10,408+16.7% | $6,710+81.1% |
| Admin fee / account holder | -$4,552 | $15,381-129.6% | $12,815-135.5% | $11,403-139.9% |