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 | $858,743 | $117,841+628.7% | $102,423+738.4% | $145,922+488.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 19.84% | 31.65%-11.8pp | 29.32%-9.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $10,721 | $3,615+196.6% | $3,023+254.6% | $4,660+130.1% |
| Participant deferral / active EE | $6,400 | $5,731+11.7% | $5,053+26.7% | $6,688-4.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |