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 | $551,730 | $210,648+161.9% | $177,989+210.0% | $145,922+278.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 27.89% | 385.86%-358.0pp | 294.48%-266.6pp | 561.29%-533.4pp |
| Employer contribution / active EE | $4,446 | $4,565-2.6% | $3,949+12.6% | $4,660-4.6% |
| Participant deferral / active EE | $17,941 | $6,958+157.9% | $6,276+185.9% | $6,688+168.3% |
| Admin fee / account holder | $3 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |