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 | $709,029 | $159,901+343.4% | $146,958+382.5% | $145,922+385.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $20,770 | $5,286+292.9% | $4,933+321.0% | $4,660+345.7% |
| Participant deferral / active EE | $17,792 | $8,428+111.1% | $8,070+120.5% | $6,688+166.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |