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 | $569,302 | $160,055+255.7% | $140,016+306.6% | $135,375+320.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.71% | 911.38%-905.7pp | 651.12%-645.4pp | 519.73%-514.0pp |
| Employer contribution / active EE | $13,800 | $6,420+114.9% | $5,606+146.2% | $4,779+188.8% |
| Participant deferral / active EE | $9,800 | $7,642+28.2% | $6,927+41.5% | $5,609+74.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |