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 | $250,459 | $160,055+56.5% | $140,016+78.9% | $135,375+85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.91% | 911.38%-912.3pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,000 | $6,420-68.8% | $5,606-64.3% | $4,779-58.1% |
| Participant deferral / active EE | $10,863 | $7,642+42.2% | $6,927+56.8% | $5,609+93.7% |
| Admin fee / account holder | $158 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |