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 | $463,144 | $183,963+151.8% | $162,163+185.6% | $152,861+203.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 14.76% | 150.76%-136.0pp | 115.59%-100.8pp | 345.32%-330.6pp |
| Employer contribution / active EE | $10,433 | $6,371+63.8% | $5,614+85.9% | $4,762+119.1% |
| Participant deferral / active EE | $8,531 | $8,034+6.2% | $7,298+16.9% | $5,850+45.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |