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 | $640,150 | $105,126+508.9% | $94,646+576.4% | $139,434+359.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.06% | 38.03%-15.0pp | 156.71%-133.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $15,451 | $4,106+276.4% | $3,672+320.8% | $4,751+225.2% |
| Participant deferral / active EE | $25,130 | $7,599+230.7% | $7,418+238.8% | $6,710+274.5% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |