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 | $763,489 | $78,694+870.2% | $67,652+1028.5% | $125,391+508.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.40% | 9.46%-8.1pp | 6625.04%-6623.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $3,575 | $3,044+17.5% | $2,266+57.8% | $4,866-26.5% |
| Participant deferral / active EE | $13,125 | $4,292+205.8% | $3,560+268.7% | $5,352+145.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |