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 | $370,793 | $102,604+261.4% | $86,188+330.2% | $139,434+165.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 22.15% | 1922.51%-1900.4pp | 1168.45%-1146.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,652 | $3,032+20.4% | $2,380+53.4% | $4,751-23.1% |
| Participant deferral / active EE | $11,758 | $4,676+151.5% | $3,985+195.0% | $6,710+75.2% |
| Admin fee / account holder | $12 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |