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 | $2,955,172 | $177,572+1564.2% | $154,803+1809.0% | $142,382+1975.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 690.03% | 65.07%+625.0pp | 58.88%+631.2pp | 217.08%+473.0pp |
| Employer contribution / active EE | $12,600 | $4,810+161.9% | $4,305+192.7% | $4,299+193.1% |
| Participant deferral / active EE | $30,500 | $6,272+386.3% | $5,540+450.5% | $6,507+368.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |