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 | $1,079,847 | $111,724+866.5% | $93,606+1053.6% | $145,922+640.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.61% | 202.98%-182.4pp | 133.20%-112.6pp | 561.29%-540.7pp |
| Employer contribution / active EE | $12,071 | $3,090+290.7% | $2,420+398.8% | $4,660+159.0% |
| Participant deferral / active EE | $24,619 | $4,912+401.2% | $4,411+458.1% | $6,688+268.1% |
| Admin fee / account holder | $80 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |