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 | $287,157 | $202,318+41.9% | $172,739+66.2% | $152,861+87.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.61% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $9,113 | $5,856+55.6% | $5,143+77.2% | $4,762+91.4% |
| Participant deferral / active EE | $7,461 | $5,948+25.4% | $5,198+43.6% | $5,850+27.5% |
| Admin fee / account holder | $1 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |