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 | $896,930 | $176,377+408.5% | $134,143+568.6% | $158,922+464.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 221.61% | 63.63%+158.0pp | 36.33%+185.3pp | 302.83%-81.2pp |
| Employer contribution / active EE | $9,222 | $5,040+83.0% | $3,704+149.0% | $4,761+93.7% |
| Participant deferral / active EE | $5,200 | $4,091+27.1% | $3,499+48.6% | $5,982-13.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |