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 | $1,885,230 | $165,335+1040.2% | $149,696+1159.4% | $158,922+1086.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 509.94% | 348.15%+161.8pp | 276.60%+233.3pp | 302.83%+207.1pp |
| Employer contribution / active EE | $4,953 | $5,103-2.9% | $4,644+6.6% | $4,761+4.0% |
| Participant deferral / active EE | $13,906 | $7,181+93.6% | $6,842+103.2% | $5,982+132.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |