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 | $303,020 | $202,318+49.8% | $172,739+75.4% | $152,861+98.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.28% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $8,021 | $5,856+37.0% | $5,143+56.0% | $4,762+68.4% |
| Participant deferral / active EE | $8,159 | $5,948+37.2% | $5,198+57.0% | $5,850+39.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |