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 | $333,809 | $171,865+94.2% | $149,718+123.0% | $147,584+126.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.16% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,542 | $6,275-27.6% | $5,445-16.6% | $4,876-6.9% |
| Participant deferral / active EE | $14,558 | $7,271+100.2% | $6,569+121.6% | $5,439+167.7% |
| Admin fee / account holder | -$132 | $13,799-101.0% | $11,283-101.2% | $10,885-101.2% |