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 | $1,147,624 | $90,600+1166.7% | $79,464+1344.2% | $135,375+747.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $38,500 | $3,068+1154.9% | $2,800+1274.8% | $4,779+705.6% |
| Participant deferral / active EE | $4,000 | $4,050-1.2% | $3,704+8.0% | $5,609-28.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |