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 | $1,046,777 | $156,846+567.4% | $121,098+764.4% | $139,434+650.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.59% | 1474.56%-1456.0pp | 985.75%-967.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,078 | $5,536-80.5% | $4,164-74.1% | $4,751-77.3% |
| Participant deferral / active EE | $8,750 | $4,844+80.6% | $4,080+114.5% | $6,710+30.4% |
| Admin fee / account holder | $40 | $6,946-99.4% | $5,644-99.3% | $11,403-99.6% |