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 | $566,406 | $88,751+538.2% | $81,812+592.3% | $145,922+288.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1025.40%-1004.7pp | 773.79%-753.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $8,972 | $3,083+191.0% | $2,912+208.1% | $4,660+92.5% |
| Participant deferral / active EE | $29,050 | $4,643+525.7% | $4,319+572.7% | $6,688+334.4% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |