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 | $489,823 | $171,865+185.0% | $149,718+227.2% | $147,584+231.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.01% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $18,784 | $6,275+199.3% | $5,445+245.0% | $4,876+285.2% |
| Participant deferral / active EE | $10,004 | $7,271+37.6% | $6,569+52.3% | $5,439+83.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |