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 | $418,981 | $197,591+112.0% | $177,821+135.6% | $158,922+163.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.47% | 58.76%-43.3pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $12,253 | $6,697+83.0% | $5,918+107.0% | $4,761+157.4% |
| Participant deferral / active EE | $10,969 | $8,405+30.5% | $7,714+42.2% | $5,982+83.4% |
| Admin fee / account holder | $225 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |