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 | $427,896 | $180,449+137.1% | $154,107+177.7% | $135,375+216.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.37% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $16,859 | $6,035+179.4% | $5,298+218.3% | $4,779+252.8% |
| Participant deferral / active EE | $12,783 | $5,806+120.2% | $5,081+151.6% | $5,609+127.9% |
| Admin fee / account holder | $42 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |