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 | $1,564,927 | $70,756+2111.7% | $65,493+2289.4% | $142,382+999.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.06% | 1754.89%-1738.8pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,250 | $2,881+221.1% | $2,574+259.3% | $4,299+115.2% |
| Participant deferral / active EE | $31,650 | $4,637+582.5% | $3,961+699.0% | $6,507+386.4% |
| Admin fee / account holder | $5 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |