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 | $497,871 | $176,056+182.8% | $159,436+212.3% | $167,490+197.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 98.11% | 331.75%-233.6pp | 263.57%-165.5pp | 478.56%-380.4pp |
| Employer contribution / active EE | $9,268 | $5,297+75.0% | $4,829+91.9% | $4,837+91.6% |
| Participant deferral / active EE | $13,541 | $7,750+74.7% | $7,352+84.2% | $6,341+113.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |