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 | $338,381 | $160,055+111.4% | $140,016+141.7% | $135,375+150.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.13% | 911.38%-912.5pp | 651.12%-652.2pp | 519.73%-520.9pp |
| Employer contribution / active EE | $15,575 | $6,420+142.6% | $5,606+177.8% | $4,779+225.9% |
| Participant deferral / active EE | $10,996 | $7,642+43.9% | $6,927+58.7% | $5,609+96.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |