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 | $1,485,803 | $117,841+1160.9% | $102,423+1350.6% | $145,922+918.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 20.43% | 31.65%-11.2pp | 29.32%-8.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $5,418 | $3,615+49.9% | $3,023+79.2% | $4,660+16.3% |
| Participant deferral / active EE | $12,200 | $5,731+112.9% | $5,053+141.4% | $6,688+82.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |