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 9-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 | $1,110,189 | $185,200+499.5% | $142,863+677.1% | $167,490+562.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.57% | 8555.70%-8541.1pp | 5637.54%-5623.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $32,730 | $5,604+484.0% | $4,144+689.9% | $4,837+576.6% |
| Participant deferral / active EE | $14,733 | $4,494+227.8% | $3,837+284.0% | $6,341+132.3% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |