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 | $991,120 | $159,901+519.8% | $146,958+574.4% | $145,922+579.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.63% | 98.13%-62.5pp | 418.34%-382.7pp | 561.29%-525.7pp |
| Employer contribution / active EE | $6,182 | $5,286+17.0% | $4,933+25.3% | $4,660+32.7% |
| Participant deferral / active EE | $21,790 | $8,428+158.5% | $8,070+170.0% | $6,688+225.8% |
| Admin fee / account holder | $50 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |