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 | $377,724 | $99,640+279.1% | $86,436+337.0% | $134,475+180.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.37% | 6782.58%-6801.9pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $6,369 | $4,400+44.7% | $3,769+69.0% | $4,740+34.4% |
| Participant deferral / active EE | $12,772 | $7,246+76.3% | $6,952+83.7% | $6,400+99.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |