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 | $2,003,039 | $183,963+988.8% | $162,163+1135.2% | $152,861+1210.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,566 | $6,371-59.7% | $5,614-54.3% | $4,762-46.1% |
| Participant deferral / active EE | $9,167 | $8,034+14.1% | $7,298+25.6% | $5,850+56.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |