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 | $363,645 | $138,065+163.4% | $123,544+194.3% | $135,375+168.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.63% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $26,290 | $5,151+410.3% | $4,628+468.1% | $4,779+450.1% |
| Participant deferral / active EE | $10,458 | $6,799+53.8% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $79 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |