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 | $1,294,087 | $114,047+1034.7% | $96,139+1246.1% | $167,490+672.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.94% | 189.88%-171.9pp | 191.94%-174.0pp | 478.56%-460.6pp |
| Employer contribution / active EE | $10,954 | $3,427+219.6% | $2,797+291.6% | $4,837+126.4% |
| Participant deferral / active EE | $13,463 | $5,194+159.2% | $4,349+209.6% | $6,341+112.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |