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 | $804,696 | $214,378+275.4% | $200,582+301.2% | $142,382+465.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 11.98% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,401 | $6,841-35.7% | $6,419-31.4% | $4,299+2.4% |
| Participant deferral / active EE | $18,431 | $9,865+86.8% | $9,331+97.5% | $6,507+183.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |