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 | $512,697 | $201,272+154.7% | $184,203+178.3% | $145,922+251.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.05% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $20,647 | $7,022+194.0% | $6,427+221.3% | $4,660+343.1% |
| Participant deferral / active EE | $20,748 | $9,806+111.6% | $9,131+127.2% | $6,688+210.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |