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 | $481,324 | $209,832+129.4% | $189,513+154.0% | $167,490+187.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.57% | 748.27%-730.7pp | 555.15%-537.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $17,930 | $6,914+159.3% | $6,162+191.0% | $4,837+270.6% |
| Participant deferral / active EE | $14,890 | $8,935+66.6% | $8,221+81.1% | $6,341+134.8% |
| Admin fee / account holder | $34 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |