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 | $315,038 | $95,971+228.3% | $74,550+322.6% | $135,375+132.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.75% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $12,600 | $2,716+363.9% | $1,961+542.6% | $4,779+163.7% |
| Participant deferral / active EE | $26,450 | $3,843+588.2% | $3,108+751.0% | $5,609+371.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |