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 | $375,391 | $171,865+118.4% | $149,718+150.7% | $147,584+154.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.76% | 2113.22%-2091.5pp | 1501.63%-1479.9pp | 578.55%-556.8pp |
| Employer contribution / active EE | $8,693 | $6,275+38.5% | $5,445+59.7% | $4,876+78.3% |
| Participant deferral / active EE | $8,369 | $7,271+15.1% | $6,569+27.4% | $5,439+53.9% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |