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 | $255,245 | $160,055+59.5% | $140,016+82.3% | $135,375+88.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.51% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $30,244 | $6,420+371.1% | $5,606+439.5% | $4,779+532.9% |
| Participant deferral / active EE | $13,382 | $7,642+75.1% | $6,927+93.2% | $5,609+138.6% |
| Admin fee / account holder | $187 | $13,328-98.6% | $10,705-98.2% | $10,827-98.3% |