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 | $708,368 | $112,096+531.9% | $95,952+638.3% | $158,922+345.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 34.87% | 171.09%-136.2pp | 91.61%-56.7pp | 302.83%-268.0pp |
| Employer contribution / active EE | $11,852 | $3,198+270.6% | $2,541+366.4% | $4,761+148.9% |
| Participant deferral / active EE | $16,358 | $4,784+241.9% | $4,167+292.6% | $5,982+173.5% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |