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 | $438,110 | $177,572+146.7% | $154,803+183.0% | $142,382+207.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.79% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,772 | $4,810-21.6% | $4,305-12.4% | $4,299-12.3% |
| Participant deferral / active EE | $14,543 | $6,272+131.9% | $5,540+162.5% | $6,507+123.5% |
| Admin fee / account holder | $2 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |