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 | $1,148,003 | $96,305+1092.0% | $80,569+1324.9% | $139,434+723.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.40% | 1350.08%-1332.7pp | 935.43%-918.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $21,907 | $3,262+571.6% | $2,723+704.4% | $4,751+361.1% |
| Participant deferral / active EE | $30,000 | $5,232+473.4% | $4,447+574.5% | $6,710+347.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |