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 9-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 | $644,911 | $138,044+367.2% | $125,339+414.5% | $134,475+379.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 18.50% | 750.33%-731.8pp | 572.05%-553.5pp | 417.96%-399.5pp |
| Employer contribution / active EE | $4,312 | $5,243-17.8% | $4,814-10.4% | $4,740-9.0% |
| Participant deferral / active EE | $13,000 | $7,799+66.7% | $7,446+74.6% | $6,400+103.1% |
| Admin fee / account holder | $160 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |