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 | $276,633 | $160,055+72.8% | $140,016+97.6% | $135,375+104.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.99% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $19,263 | $6,420+200.0% | $5,606+243.6% | $4,779+303.1% |
| Participant deferral / active EE | $21,391 | $7,642+179.9% | $6,927+208.8% | $5,609+281.4% |
| Admin fee / account holder | $237 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |