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 | $657,442 | $209,832+213.3% | $189,513+246.9% | $167,490+292.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.54% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $20,329 | $6,914+194.0% | $6,162+229.9% | $4,837+320.2% |
| Participant deferral / active EE | $18,906 | $8,935+111.6% | $8,221+130.0% | $6,341+198.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |