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 | $677,282 | $183,963+268.2% | $162,163+317.7% | $152,861+343.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.15% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $23,373 | $6,371+266.9% | $5,614+316.3% | $4,762+390.8% |
| Participant deferral / active EE | $16,269 | $8,034+102.5% | $7,298+122.9% | $5,850+178.1% |
| Admin fee / account holder | -$1,371 | $13,121-110.4% | $10,843-112.6% | $11,596-111.8% |