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 | $732,984 | $159,901+358.4% | $146,958+398.8% | $145,922+402.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 55.20% | 98.13%-42.9pp | 418.34%-363.1pp | 561.29%-506.1pp |
| Employer contribution / active EE | $13,555 | $5,286+156.4% | $4,933+174.8% | $4,660+190.9% |
| Participant deferral / active EE | $7,445 | $8,428-11.7% | $8,070-7.7% | $6,688+11.3% |
| Admin fee / account holder | $12 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |