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 | $559,909 | $228,332+145.2% | $185,823+201.3% | $158,922+252.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.94% | 40.80%-20.9pp | 35.95%-16.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $13,817 | $4,967+178.2% | $4,087+238.0% | $4,761+190.2% |
| Participant deferral / active EE | $18,809 | $6,415+193.2% | $5,632+234.0% | $5,982+214.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |