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 7-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 | $979,438 | $209,411+367.7% | $178,490+448.7% | $158,922+516.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.78% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $11,566 | $5,706+102.7% | $5,011+130.8% | $4,761+142.9% |
| Participant deferral / active EE | $22,750 | $5,954+282.1% | $5,202+337.4% | $5,982+280.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |