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 | $386,562 | $202,318+91.1% | $172,739+123.8% | $152,861+152.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.41% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $7,530 | $5,856+28.6% | $5,143+46.4% | $4,762+58.1% |
| Participant deferral / active EE | $10,408 | $5,948+75.0% | $5,198+100.3% | $5,850+77.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |