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 | $1,313,128 | $72,400+1713.7% | $67,502+1845.3% | $145,922+799.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.34% | 7182.46%-7164.1pp | 3512.12%-3493.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $9,840 | $3,069+220.6% | $2,731+260.3% | $4,660+111.2% |
| Participant deferral / active EE | $31,343 | $4,783+555.3% | $4,000+683.6% | $6,688+368.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |