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 | $307,960 | $138,065+123.1% | $123,544+149.3% | $135,375+127.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.22% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,094 | $5,151-1.1% | $4,628+10.1% | $4,779+6.6% |
| Participant deferral / active EE | $15,725 | $6,799+131.3% | $6,426+144.7% | $5,609+180.4% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |