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 | $771,041 | $159,901+382.2% | $146,958+424.7% | $145,922+428.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 20.36% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $17,455 | $5,286+230.2% | $4,933+253.9% | $4,660+274.6% |
| Participant deferral / active EE | $11,205 | $8,428+32.9% | $8,070+38.8% | $6,688+67.5% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |