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 | $1,042,357 | $154,365+575.3% | $130,231+700.4% | $139,434+647.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 51.33% | 30.34%+21.0pp | 38.77%+12.6pp | 372.94%-321.6pp |
| Employer contribution / active EE | $41,337 | $5,170+699.6% | $4,126+901.9% | $4,751+770.1% |
| Participant deferral / active EE | $31,750 | $8,498+273.6% | $6,799+367.0% | $6,710+373.2% |
| Admin fee / account holder | $97 | $9,214-98.9% | $6,020-98.4% | $11,403-99.1% |