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 | $495,344 | $148,534+233.5% | $135,903+264.5% | $139,434+255.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.92% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,631 | $5,243-49.8% | $4,856-45.8% | $4,751-44.6% |
| Participant deferral / active EE | $6,815 | $8,100-15.9% | $7,758-12.2% | $6,710+1.6% |
| Admin fee / account holder | $256 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |