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 7-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 | $461,682 | $209,832+120.0% | $189,513+143.6% | $167,490+175.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.98% | 748.27%-734.3pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $15,261 | $6,914+120.7% | $6,162+147.7% | $4,837+215.5% |
| Participant deferral / active EE | $14,280 | $8,935+59.8% | $8,221+73.7% | $6,341+125.2% |
| Admin fee / account holder | $60 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |