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 | $1,147,257 | $232,540+393.4% | $185,117+519.7% | $147,584+677.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.31% | 43.03%-28.7pp | 40.50%-26.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,000 | $5,195-61.5% | $4,182-52.2% | $4,876-59.0% |
| Participant deferral / active EE | $7,500 | $5,834+28.6% | $5,045+48.7% | $5,439+37.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |