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 | $302,134 | $171,865+75.8% | $149,718+101.8% | $147,584+104.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.21% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $5,154 | $6,275-17.9% | $5,445-5.3% | $4,876+5.7% |
| Participant deferral / active EE | $10,063 | $7,271+38.4% | $6,569+53.2% | $5,439+85.0% |
| Admin fee / account holder | $147 | $13,799-98.9% | $11,283-98.7% | $10,885-98.7% |