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 | $743,775 | $159,602+366.0% | $150,045+395.7% | $142,382+422.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.63% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,750 | $4,961+15.9% | $4,693+22.5% | $4,299+33.7% |
| Participant deferral / active EE | $26,667 | $8,310+220.9% | $7,997+233.5% | $6,507+309.8% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |