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 | $636,382 | $148,534+328.4% | $135,903+368.3% | $139,434+356.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.85% | 79.19%-52.3pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,875 | $5,243-7.0% | $4,856+0.4% | $4,751+2.6% |
| Participant deferral / active EE | $19,580 | $8,100+141.7% | $7,758+152.4% | $6,710+191.8% |
| Admin fee / account holder | $190 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |