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 | $1,462,256 | $106,584+1271.9% | $101,326+1343.1% | $142,382+927.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 70.11% | 36.93%+33.2pp | 36.82%+33.3pp | 217.08%-147.0pp |
| Employer contribution / active EE | $3,966 | $3,956+0.2% | $3,665+8.2% | $4,299-7.8% |
| Participant deferral / active EE | $23,208 | $8,297+179.7% | $7,994+190.3% | $6,507+256.7% |
| Admin fee / account holder | $63 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |