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 | $1,090,216 | $185,822+486.7% | $169,993+541.3% | $139,434+681.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.44% | 60.50%-37.1pp | 53.37%-29.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $24,448 | $7,590+222.1% | $6,785+260.3% | $4,751+414.6% |
| Participant deferral / active EE | $18,873 | $11,622+62.4% | $10,408+81.3% | $6,710+181.3% |
| Admin fee / account holder | $246 | $15,381-98.4% | $12,815-98.1% | $11,403-97.8% |