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 | $695,962 | $99,877+596.8% | $84,966+719.1% | $145,922+376.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.42% | 83.76%-75.3pp | 66.38%-58.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $32,626 | $3,231+909.7% | $2,727+1096.4% | $4,660+600.2% |
| Participant deferral / active EE | $22,796 | $5,291+330.9% | $4,519+404.4% | $6,688+240.9% |
| Admin fee / account holder | $10 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |