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 | $610,964 | $148,534+311.3% | $135,903+349.6% | $139,434+338.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.84% | 79.19%-39.3pp | 68.23%-28.4pp | 372.94%-333.1pp |
| Employer contribution / active EE | $16,217 | $5,243+209.3% | $4,856+234.0% | $4,751+241.4% |
| Participant deferral / active EE | $9,330 | $8,100+15.2% | $7,758+20.3% | $6,710+39.0% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |