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 | $2,028,688 | $104,974+1832.6% | $95,585+2022.4% | $142,382+1324.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.83% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,575 | $2,779+28.7% | $2,527+41.5% | $4,299-16.8% |
| Participant deferral / active EE | $23,500 | $4,352+440.0% | $4,023+484.2% | $6,507+261.1% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |