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 | $488,318 | $150,440+224.6% | $136,294+258.3% | $147,584+230.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.77% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,630 | $5,256+7.1% | $4,695+19.9% | $4,876+15.5% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |