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 | $374,336 | $202,318+85.0% | $172,739+116.7% | $152,861+144.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 60.94% | 1029.65%-968.7pp | 802.84%-741.9pp | 345.32%-284.4pp |
| Employer contribution / active EE | $3,448 | $5,856-41.1% | $5,143-33.0% | $4,762-27.6% |
| Participant deferral / active EE | $8,052 | $5,948+35.4% | $5,198+54.9% | $5,850+37.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |