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 | $1,658,667 | $92,703+1689.2% | $82,719+1905.2% | $134,475+1133.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.83% | 944.92%-951.7pp | 701.18%-708.0pp | 417.96%-424.8pp |
| Employer contribution / active EE | $41,266 | $3,274+1160.5% | $3,009+1271.4% | $4,740+770.7% |
| Participant deferral / active EE | $4,333 | $4,802-9.8% | $4,395-1.4% | $6,400-32.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |