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 | $492,936 | $121,625+305.3% | $104,607+371.2% | $158,922+210.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.03% | 465.26%-455.2pp | 340.46%-330.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $7,265 | $3,163+129.7% | $2,681+171.0% | $4,761+52.6% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $11 | $7,787-99.9% | $6,473-99.8% | $11,246-99.9% |