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 8-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 | $276,823 | $90,600+205.5% | $79,464+248.4% | $135,375+104.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.43% | 977.43%-977.0pp | 718.14%-717.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,130 | $3,068-30.6% | $2,800-24.0% | $4,779-55.4% |
| Participant deferral / active EE | $25,294 | $4,050+524.5% | $3,704+582.9% | $5,609+351.0% |
| Admin fee / account holder | $17 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |