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 | $600,038 | $133,922+348.1% | $116,228+416.3% | $142,382+321.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.02% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $15,377 | $3,446+346.3% | $2,994+413.5% | $4,299+257.7% |
| Participant deferral / active EE | $18,406 | $5,672+224.5% | $4,953+271.6% | $6,507+182.9% |
| Admin fee / account holder | $30 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |