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 | $288,835 | $67,331+329.0% | $60,874+374.5% | $134,475+114.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.02% | 49.93%-69.0pp | 16.90%-35.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,240 | $3,096+36.9% | $2,701+57.0% | $4,740-10.5% |
| Participant deferral / active EE | $15,085 | $4,538+232.4% | $3,817+295.2% | $6,400+135.7% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |