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 | $1,009,905 | $109,817+819.6% | $98,442+925.9% | $167,490+503.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.22% | 1956.69%-1936.5pp | 1492.73%-1472.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $9,285 | $3,224+188.0% | $2,960+213.7% | $4,837+91.9% |
| Participant deferral / active EE | $7,129 | $4,673+52.6% | $4,276+66.7% | $6,341+12.4% |
| Admin fee / account holder | $268 | $6,753-96.0% | $5,949-95.5% | $12,309-97.8% |