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 | $278,584 | $150,440+85.2% | $136,294+104.4% | $147,584+88.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.14% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $13,884 | $5,256+164.1% | $4,695+195.7% | $4,876+184.7% |
| Participant deferral / active EE | $17,854 | $6,630+169.3% | $6,247+185.8% | $5,439+228.3% |
| Admin fee / account holder | $198 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |