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 | $271,519 | $138,044+96.7% | $125,339+116.6% | $134,475+101.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -19.81% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,867 | $5,243-45.3% | $4,814-40.4% | $4,740-39.5% |
| Participant deferral / active EE | $9,006 | $7,799+15.5% | $7,446+20.9% | $6,400+40.7% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |