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 | $835,636 | $177,572+370.6% | $154,803+439.8% | $142,382+486.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.07% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $47,311 | $4,810+883.5% | $4,305+998.9% | $4,299+1000.5% |
| Participant deferral / active EE | $23,500 | $6,272+274.7% | $5,540+324.1% | $6,507+261.1% |
| Admin fee / account holder | $2 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |