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 | $861,287 | $100,852+754.0% | $90,404+852.7% | $158,922+442.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.10% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $20,511 | $3,689+456.1% | $3,262+528.8% | $4,761+330.8% |
| Participant deferral / active EE | $20,854 | $4,348+379.6% | $3,963+426.2% | $5,982+248.6% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |