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 | $611,785 | $202,318+202.4% | $172,739+254.2% | $152,861+300.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 33.05% | 1029.65%-996.6pp | 802.84%-769.8pp | 345.32%-312.3pp |
| Employer contribution / active EE | $11,752 | $5,856+100.7% | $5,143+128.5% | $4,762+146.8% |
| Participant deferral / active EE | $11,171 | $5,948+87.8% | $5,198+114.9% | $5,850+90.9% |
| Admin fee / account holder | $50 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |