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 | $708,157 | $95,266+643.3% | $82,389+759.5% | $142,382+397.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.56% | 25.74%-4.2pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $13,575 | $2,991+353.9% | $2,517+439.3% | $4,299+215.8% |
| Participant deferral / active EE | $12,664 | $4,809+163.3% | $4,155+204.8% | $6,507+94.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |