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 | $267,240 | $190,805+40.1% | $159,960+67.1% | $134,475+98.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.65% | 552.23%-562.9pp | 408.60%-419.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $4,206 | $4,995-15.8% | $4,226-0.5% | $4,740-11.3% |
| Participant deferral / active EE | $11,630 | $6,923+68.0% | $6,182+88.1% | $6,400+81.7% |
| Admin fee / account holder | $30 | $10,471-99.7% | $8,698-99.7% | $11,426-99.7% |