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 | $862,383 | $107,934+699.0% | $91,989+837.5% | $152,861+464.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.79% | 89.24%-64.5pp | 69.02%-44.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $25,050 | $4,210+495.0% | $3,452+625.7% | $4,762+426.0% |
| Participant deferral / active EE | $21,000 | $6,364+230.0% | $5,923+254.6% | $5,850+259.0% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |