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 9-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 | $531,743 | $197,591+169.1% | $177,821+199.0% | $158,922+234.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 171.83% | 58.76%+113.1pp | 48.32%+123.5pp | 302.83%-131.0pp |
| Employer contribution / active EE | $28,221 | $6,697+321.4% | $5,918+376.8% | $4,761+492.7% |
| Participant deferral / active EE | $16,670 | $8,405+98.3% | $7,714+116.1% | $5,982+178.7% |
| Admin fee / account holder | $21 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |