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 | $903,270 | $154,117+486.1% | $129,995+594.8% | $139,434+547.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 38.32% | 32.48%+5.8pp | -137.18%+175.5pp | 372.94%-334.6pp |
| Employer contribution / active EE | $7,889 | $5,289+49.2% | $4,320+82.6% | $4,751+66.1% |
| Participant deferral / active EE | $18,250 | $6,710+172.0% | $5,820+213.6% | $6,710+172.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |