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 | $625,581 | $197,591+216.6% | $177,821+251.8% | $158,922+293.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.19% | 58.76%-40.6pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $25,239 | $6,697+276.8% | $5,918+326.5% | $4,761+430.1% |
| Participant deferral / active EE | $17,800 | $8,405+111.8% | $7,714+130.7% | $5,982+197.6% |
| Admin fee / account holder | $62 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |