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 | $441,748 | $171,865+157.0% | $149,718+195.1% | $147,584+199.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.91% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $7,225 | $6,275+15.1% | $5,445+32.7% | $4,876+48.2% |
| Participant deferral / active EE | $9,825 | $7,271+35.1% | $6,569+49.6% | $5,439+80.6% |
| Admin fee / account holder | $258 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |