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 | $270,574 | $74,888+261.3% | $71,209+280.0% | $142,382+90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 78.06% | 345.14%-267.1pp | 282.51%-204.4pp | 217.08%-139.0pp |
| Employer contribution / active EE | $13,250 | $2,854+364.2% | $2,721+387.0% | $4,299+208.2% |
| Participant deferral / active EE | $30,500 | $4,454+584.7% | $4,175+630.5% | $6,507+368.7% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |