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 | $1,162,783 | $99,020+1074.3% | $86,590+1242.9% | $147,584+687.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.03% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $37,867 | $3,132+1109.1% | $2,839+1233.7% | $4,876+676.5% |
| Participant deferral / active EE | $4,000 | $3,972+0.7% | $3,609+10.8% | $5,439-26.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |