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 | $462,768 | $183,963+151.6% | $162,163+185.4% | $152,861+202.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 42.20% | 150.76%-108.6pp | 115.59%-73.4pp | 345.32%-303.1pp |
| Employer contribution / active EE | $8,495 | $6,371+33.3% | $5,614+51.3% | $4,762+78.4% |
| Participant deferral / active EE | $19,095 | $8,034+137.7% | $7,298+161.6% | $5,850+226.4% |
| Admin fee / account holder | $190 | $13,121-98.6% | $10,843-98.2% | $11,596-98.4% |