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 | $791,275 | $150,440+426.0% | $136,294+480.6% | $147,584+436.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.92% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $21,614 | $5,256+311.2% | $4,695+360.3% | $4,876+343.2% |
| Participant deferral / active EE | $17,160 | $6,630+158.8% | $6,247+174.7% | $5,439+215.5% |
| Admin fee / account holder | $155 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |