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 | $532,625 | $138,044+285.8% | $125,339+324.9% | $134,475+296.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 116.14% | 750.33%-634.2pp | 572.05%-455.9pp | 417.96%-301.8pp |
| Employer contribution / active EE | $5,975 | $5,243+14.0% | $4,814+24.1% | $4,740+26.1% |
| Participant deferral / active EE | $20,062 | $7,799+157.2% | $7,446+169.4% | $6,400+213.5% |
| Admin fee / account holder | $133 | $11,571-98.9% | $10,010-98.7% | $11,426-98.8% |