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 | $675,644 | $138,065+389.4% | $123,544+446.9% | $135,375+399.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.25% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $15,949 | $5,151+209.6% | $4,628+244.6% | $4,779+233.8% |
| Participant deferral / active EE | $16,167 | $6,799+137.8% | $6,426+151.6% | $5,609+188.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |