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 | $328,079 | $202,318+62.2% | $172,739+89.9% | $152,861+114.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.99% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $9,288 | $5,856+58.6% | $5,143+80.6% | $4,762+95.0% |
| Participant deferral / active EE | $5,951 | $5,9480% | $5,198+14.5% | $5,850+1.7% |
| Admin fee / account holder | $213 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |