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 | $250,855 | $150,440+66.7% | $136,294+84.1% | $147,584+70.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.95% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $7,828 | $5,256+48.9% | $4,695+66.7% | $4,876+60.5% |
| Participant deferral / active EE | $11,397 | $6,630+71.9% | $6,247+82.4% | $5,439+109.5% |
| Admin fee / account holder | $281 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |