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 | $621,997 | $176,662+252.1% | $130,648+376.1% | $152,861+306.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 10.86% | 2692.24%-2681.4pp | 1708.96%-1698.1pp | 345.32%-334.5pp |
| Employer contribution / active EE | $20,688 | $5,742+260.3% | $4,092+405.6% | $4,762+334.4% |
| Participant deferral / active EE | $18,505 | $4,361+324.3% | $3,603+413.6% | $5,850+216.3% |
| Admin fee / account holder | $21 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |