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 | $417,269 | $202,318+106.2% | $172,739+141.6% | $152,861+173.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.53% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $8,894 | $5,856+51.9% | $5,143+72.9% | $4,762+86.8% |
| Participant deferral / active EE | $10,513 | $5,948+76.8% | $5,198+102.3% | $5,850+79.7% |
| Admin fee / account holder | $281 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |