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 7-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 | $639,993 | $201,272+218.0% | $184,203+247.4% | $145,922+338.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 29.03% | 29.00%0pp | 28.81%+0.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $11,025 | $7,022+57.0% | $6,427+71.5% | $4,660+136.6% |
| Participant deferral / active EE | $10,460 | $9,806+6.7% | $9,131+14.6% | $6,688+56.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |