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 | $732,621 | $165,335+343.1% | $149,696+389.4% | $158,922+361.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.95% | 348.15%-325.2pp | 276.60%-253.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $19,330 | $5,103+278.8% | $4,644+316.2% | $4,761+306.0% |
| Participant deferral / active EE | $15,386 | $7,181+114.3% | $6,842+124.9% | $5,982+157.2% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |