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 | $463,225 | $138,044+235.6% | $125,339+269.6% | $134,475+244.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.93% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $15,997 | $5,243+205.1% | $4,814+232.3% | $4,740+237.5% |
| Participant deferral / active EE | $12,930 | $7,799+65.8% | $7,446+73.6% | $6,400+102.0% |
| Admin fee / account holder | $6 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |