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 | $600,587 | $133,922+348.5% | $116,228+416.7% | $142,382+321.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.72% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,250 | $3,446+81.4% | $2,994+108.7% | $4,299+45.4% |
| Participant deferral / active EE | $15,061 | $5,672+165.5% | $4,953+204.1% | $6,507+131.5% |
| Admin fee / account holder | $233 | $14,945-98.4% | $11,989-98.1% | $12,624-98.2% |