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 9-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 | $1,817,211 | $127,264+1327.9% | $109,895+1553.6% | $167,490+985.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 24.54% | 22.97%+1.6pp | 29.45%-4.9pp | 478.56%-454.0pp |
| Employer contribution / active EE | $39,000 | $3,322+1073.9% | $2,842+1272.1% | $4,837+706.2% |
| Participant deferral / active EE | $23,333 | $4,514+416.9% | $4,048+476.4% | $6,341+268.0% |
| Admin fee / account holder | $34 | $7,114-99.5% | $6,066-99.4% | $12,309-99.7% |