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 | $275,922 | $190,805+44.6% | $159,960+72.5% | $134,475+105.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.28% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $18,890 | $4,995+278.2% | $4,226+347.0% | $4,740+298.6% |
| Participant deferral / active EE | $26,000 | $6,923+275.6% | $6,182+320.5% | $6,400+306.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |