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 | $485,594 | $183,963+164.0% | $162,163+199.4% | $152,861+217.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.57% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,352 | $6,371-63.1% | $5,614-58.1% | $4,762-50.6% |
| Participant deferral / active EE | $25,000 | $8,034+211.2% | $7,298+242.6% | $5,850+327.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |