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 | $418,174 | $189,613+120.5% | $167,512+149.6% | $142,382+193.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.27% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,937 | $4,349-55.5% | $3,882-50.1% | $4,299-55.0% |
| Participant deferral / active EE | $21,917 | $6,981+213.9% | $6,405+242.2% | $6,507+236.8% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |