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 9-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 | $339,251 | $202,318+67.7% | $172,739+96.4% | $152,861+121.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.35% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $15,000 | $5,856+156.1% | $5,143+191.7% | $4,762+215.0% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,850+327.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |