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 | $359,766 | $150,440+139.1% | $136,294+164.0% | $147,584+143.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.99% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $7,758 | $5,256+47.6% | $4,695+65.2% | $4,876+59.1% |
| Participant deferral / active EE | $13,197 | $6,630+99.0% | $6,247+111.3% | $5,439+142.6% |
| Admin fee / account holder | -$384 | $10,905-103.5% | $9,243-104.1% | $10,885-103.5% |