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 | $530,841 | $159,602+232.6% | $150,045+253.8% | $142,382+272.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.85% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $17,878 | $4,961+260.4% | $4,693+281.0% | $4,299+315.9% |
| Participant deferral / active EE | $17,928 | $8,310+115.7% | $7,997+124.2% | $6,507+175.5% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |