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 | $904,387 | $183,519+392.8% | $155,509+481.6% | $145,922+519.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.10% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $16,387 | $5,313+208.4% | $4,672+250.7% | $4,660+251.7% |
| Participant deferral / active EE | $38,247 | $6,462+491.8% | $5,626+579.8% | $6,688+471.9% |
| Admin fee / account holder | $48 | $19,313-99.8% | $15,912-99.7% | $13,397-99.6% |