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 | $729,971 | $189,613+285.0% | $167,512+335.8% | $142,382+412.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.83% | 2024.68%-2007.8pp | 1615.79%-1599.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $16,693 | $4,349+283.8% | $3,882+330.1% | $4,299+288.3% |
| Participant deferral / active EE | $10,972 | $6,981+57.2% | $6,405+71.3% | $6,507+68.6% |
| Admin fee / account holder | $9 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |