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 | $595,250 | $171,865+246.3% | $149,718+297.6% | $147,584+303.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.94% | 2113.22%-2103.3pp | 1501.63%-1491.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $19,979 | $6,275+218.4% | $5,445+266.9% | $4,876+309.7% |
| Participant deferral / active EE | $21,825 | $7,271+200.2% | $6,569+232.2% | $5,439+301.3% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |