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 | $505,207 | $209,411+141.3% | $178,490+183.0% | $158,922+217.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 51.27% | 188.75%-137.5pp | 151.07%-99.8pp | 302.83%-251.6pp |
| Employer contribution / active EE | $14,998 | $5,706+162.8% | $5,011+199.3% | $4,761+215.0% |
| Participant deferral / active EE | $7,429 | $5,954+24.8% | $5,202+42.8% | $5,982+24.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |