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 | $3,229,628 | $189,613+1603.3% | $167,512+1828.0% | $142,382+2168.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.60% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $10,350 | $4,349+138.0% | $3,882+166.6% | $4,299+140.7% |
| Participant deferral / active EE | $29,616 | $6,981+324.2% | $6,405+362.4% | $6,507+355.1% |
| Admin fee / account holder | $120 | $10,528-98.9% | $9,769-98.8% | $12,624-99.0% |