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 | $257,714 | $150,440+71.3% | $136,294+89.1% | $147,584+74.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.72% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,148 | $5,256-2.1% | $4,695+9.6% | $4,876+5.6% |
| Participant deferral / active EE | $2,302 | $6,630-65.3% | $6,247-63.2% | $5,439-57.7% |
| Admin fee / account holder | $259 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |