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 8-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 | $512,553 | $95,266+438.0% | $82,389+522.1% | $142,382+260.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.20% | 25.74%-11.5pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $9,388 | $2,991+213.8% | $2,517+273.0% | $4,299+118.4% |
| Participant deferral / active EE | $17,149 | $4,809+256.6% | $4,155+312.8% | $6,507+163.5% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |