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 | $1,040,373 | $84,695+1128.4% | $73,843+1308.9% | $125,391+729.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.10% | 3123.53%-3123.4pp | 2267.84%-2267.7pp | 282.22%-282.1pp |
| Employer contribution / active EE | $13,305 | $3,123+326.0% | $2,787+377.3% | $4,866+173.4% |
| Participant deferral / active EE | $13,200 | $3,992+230.6% | $3,583+268.4% | $5,352+146.7% |
| Admin fee / account holder | $23 | $5,691-99.6% | $4,880-99.5% | $9,540-99.8% |