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 | $553,077 | $183,519+201.4% | $155,509+255.7% | $145,922+279.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $11,606 | $5,313+118.5% | $4,672+148.4% | $4,660+149.1% |
| Participant deferral / active EE | $12,909 | $6,462+99.7% | $5,626+129.4% | $6,688+93.0% |
| Admin fee / account holder | $261 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |