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 | $929,775 | $167,484+455.1% | $151,611+513.3% | $134,475+591.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.35% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $23,320 | $6,829+241.5% | $6,166+278.2% | $4,740+392.0% |
| Participant deferral / active EE | $26,788 | $8,986+198.1% | $8,363+220.3% | $6,400+318.6% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |