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 | $531,674 | $183,519+189.7% | $155,509+241.9% | $145,922+264.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.02% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $11,630 | $5,313+118.9% | $4,672+148.9% | $4,660+149.6% |
| Participant deferral / active EE | $7,065 | $6,462+9.3% | $5,626+25.6% | $6,688+5.6% |
| Admin fee / account holder | $85 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |