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 6-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 | $355,215 | $180,449+96.8% | $154,107+130.5% | $135,375+162.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.62% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $11,587 | $6,035+92.0% | $5,298+118.7% | $4,779+142.5% |
| Participant deferral / active EE | $9,430 | $5,806+62.4% | $5,081+85.6% | $5,609+68.1% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |