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 | $360,237 | $202,318+78.1% | $172,739+108.5% | $152,861+135.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.88% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.4pp |
| Employer contribution / active EE | $9,513 | $5,856+62.5% | $5,143+85.0% | $4,762+99.8% |
| Participant deferral / active EE | $5,926 | $5,948-0.4% | $5,198+14.0% | $5,850+1.3% |
| Admin fee / account holder | $22 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |