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 | $607,648 | $217,402+179.5% | $185,823+227.0% | $167,490+262.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.69% | 148.36%-127.7pp | 122.05%-101.4pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,703 | $5,873-71.0% | $5,167-67.0% | $4,837-64.8% |
| Participant deferral / active EE | $5,778 | $6,356-9.1% | $5,568+3.8% | $6,341-8.9% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |