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 | $319,076 | $92,703+244.2% | $82,719+285.7% | $134,475+137.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.49% | 944.92%-957.4pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,152 | $3,274+26.8% | $3,009+38.0% | $4,740-12.4% |
| Participant deferral / active EE | $9,751 | $4,802+103.1% | $4,395+121.9% | $6,400+52.4% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |