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 | $261,318 | $140,588+85.9% | $123,104+112.3% | $125,391+108.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 215.29% | 16.80%+198.5pp | 13.22%+202.1pp | 282.22%-66.9pp |
| Employer contribution / active EE | $3,953 | $6,041-34.6% | $5,151-23.3% | $4,866-18.8% |
| Participant deferral / active EE | $18,000 | $6,980+157.9% | $6,230+188.9% | $5,352+236.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |