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 | $598,139 | $111,724+435.4% | $93,606+539.0% | $145,922+309.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 19.14% | 202.98%-183.8pp | 133.20%-114.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $10,526 | $3,090+240.7% | $2,420+335.0% | $4,660+125.9% |
| Participant deferral / active EE | $6,850 | $4,912+39.5% | $4,411+55.3% | $6,688+2.4% |
| Admin fee / account holder | $97 | $10,250-99.1% | $8,285-98.8% | $13,397-99.3% |