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 | $857,617 | $117,841+627.8% | $102,423+737.3% | $145,922+487.7% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 27.65% | 31.65%-4.0pp | 29.32%-1.7pp | 561.29%-533.6pp |
| Employer contribution / active EE | $1,937 | $3,615-46.4% | $3,023-35.9% | $4,660-58.4% |
| Participant deferral / active EE | $10,477 | $5,731+82.8% | $5,053+107.3% | $6,688+56.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |