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 | $1,138,417 | $167,484+579.7% | $151,611+650.9% | $134,475+746.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 93.00% | 7.80%+85.2pp | 3.33%+89.7pp | 417.96%-325.0pp |
| Employer contribution / active EE | $17,249 | $6,829+152.6% | $6,166+179.7% | $4,740+263.9% |
| Participant deferral / active EE | $13,428 | $8,986+49.4% | $8,363+60.6% | $6,400+109.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |