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 | $571,642 | $159,602+258.2% | $150,045+281.0% | $142,382+301.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.86% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $17,505 | $4,961+252.9% | $4,693+273.0% | $4,299+307.2% |
| Participant deferral / active EE | $12,044 | $8,310+44.9% | $7,997+50.6% | $6,507+85.1% |
| Admin fee / account holder | $32 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |