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 | $1,211,918 | $167,307+624.4% | $143,757+743.0% | $134,475+801.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 115.01% | 0.46%+114.5pp | -0.04%+115.0pp | 417.96%-303.0pp |
| Employer contribution / active EE | $10,000 | $5,619+78.0% | $4,951+102.0% | $4,740+111.0% |
| Participant deferral / active EE | $14,625 | $6,446+126.9% | $5,637+159.4% | $6,400+128.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |