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 | $867,525 | $96,305+800.8% | $80,569+976.7% | $139,434+522.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 1350.08%-1331.4pp | 935.43%-916.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $16,001 | $3,262+390.5% | $2,723+487.5% | $4,751+236.8% |
| Participant deferral / active EE | $12,939 | $5,232+147.3% | $4,447+190.9% | $6,710+92.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |