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 | $568,343 | $209,832+170.9% | $189,513+199.9% | $167,490+239.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.86% | 748.27%-732.4pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,347 | $6,914-51.6% | $6,162-45.7% | $4,837-30.8% |
| Participant deferral / active EE | $8,402 | $8,935-6.0% | $8,221+2.2% | $6,341+32.5% |
| Admin fee / account holder | $25 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |