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 | $710,112 | $148,534+378.1% | $135,903+422.5% | $139,434+409.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.12% | 79.19%-38.1pp | 68.23%-27.1pp | 372.94%-331.8pp |
| Employer contribution / active EE | $5,827 | $5,243+11.1% | $4,856+20.0% | $4,751+22.6% |
| Participant deferral / active EE | $21,455 | $8,100+164.9% | $7,758+176.6% | $6,710+219.7% |
| Admin fee / account holder | $50 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |