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 | $1,703,542 | $127,065+1240.7% | $113,168+1405.3% | $142,382+1096.5% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 13.40% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,393 | $3,442+56.7% | $2,975+81.3% | $4,299+25.5% |
| Participant deferral / active EE | $7,971 | $5,716+39.5% | $5,107+56.1% | $6,507+22.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |