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 | $539,227 | $90,348+496.8% | $75,972+609.8% | $145,922+269.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.78% | 620.88%-605.1pp | 359.55%-343.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $14,633 | $3,311+341.9% | $2,685+445.0% | $4,660+214.0% |
| Participant deferral / active EE | $11,989 | $5,162+132.3% | $4,255+181.7% | $6,688+79.3% |
| Admin fee / account holder | $8 | $8,467-99.9% | $6,467-99.9% | $13,397-99.9% |