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 | $612,699 | $81,632+650.6% | $70,449+769.7% | $158,922+285.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.94% | 208.40%-181.5pp | 109.03%-82.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $11,703 | $3,217+263.8% | $2,737+327.6% | $4,761+145.8% |
| Participant deferral / active EE | $9,750 | $4,554+114.1% | $3,709+162.9% | $5,982+63.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |