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 | $617,336 | $150,440+310.4% | $136,294+352.9% | $147,584+318.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.20% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $8,766 | $5,256+66.8% | $4,695+86.7% | $4,876+79.8% |
| Participant deferral / active EE | $12,989 | $6,630+95.9% | $6,247+107.9% | $5,439+138.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |