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 | $674,602 | $115,770+482.7% | $101,248+566.3% | $158,922+324.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.91% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $4,984 | $4,175+19.4% | $3,660+36.2% | $4,761+4.7% |
| Participant deferral / active EE | $7,194 | $4,957+45.1% | $4,370+64.6% | $5,982+20.3% |
| Admin fee / account holder | $112 | $7,245-98.5% | $5,945-98.1% | $11,246-99.0% |