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 | $680,300 | $111,724+508.9% | $93,606+626.8% | $145,922+366.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.38% | 202.98%-182.6pp | 133.20%-112.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $11,462 | $3,090+271.0% | $2,420+373.7% | $4,660+146.0% |
| Participant deferral / active EE | $12,800 | $4,912+160.6% | $4,411+190.2% | $6,688+91.4% |
| Admin fee / account holder | $22 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |