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 | $1,195,662 | $169,032+607.4% | $129,207+825.4% | $145,922+719.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.13% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,313 | $5,537-76.3% | $4,153-68.4% | $4,660-71.8% |
| Participant deferral / active EE | $10,167 | $4,987+103.8% | $4,168+143.9% | $6,688+52.0% |
| Admin fee / account holder | $40 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |