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 | $552,969 | $209,832+163.5% | $189,513+191.8% | $167,490+230.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.71% | 748.27%-730.6pp | 555.15%-537.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $6,969 | $6,914+0.8% | $6,162+13.1% | $4,837+44.1% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | $279 | $14,293-98.1% | $12,045-97.7% | $12,309-97.7% |