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 | $605,103 | $185,822+225.6% | $169,993+256.0% | $139,434+334.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 47.63% | 60.50%-12.9pp | 53.37%-5.7pp | 372.94%-325.3pp |
| Employer contribution / active EE | $19,328 | $7,590+154.6% | $6,785+184.8% | $4,751+306.8% |
| Participant deferral / active EE | $13,367 | $11,622+15.0% | $10,408+28.4% | $6,710+99.2% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |