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 | $467,757 | $209,832+122.9% | $189,513+146.8% | $167,490+179.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.42% | 748.27%-725.9pp | 555.15%-532.7pp | 478.56%-456.1pp |
| Employer contribution / active EE | $2,546 | $6,914-63.2% | $6,162-58.7% | $4,837-47.4% |
| Participant deferral / active EE | $6,851 | $8,935-23.3% | $8,221-16.7% | $6,341+8.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |