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 | $1,130,796 | $160,055+606.5% | $140,016+707.6% | $135,375+735.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.99% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $35,000 | $6,420+445.2% | $5,606+524.4% | $4,779+632.4% |
| Participant deferral / active EE | $9,000 | $7,642+17.8% | $6,927+29.9% | $5,609+60.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |