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 | $1,583,745 | $158,398+899.8% | $126,539+1151.6% | $142,382+1012.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.88% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $30,000 | $4,650+545.2% | $3,674+716.5% | $4,299+597.8% |
| Participant deferral / active EE | $11,750 | $4,767+146.5% | $4,083+187.8% | $6,507+80.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |