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 | $339,343 | $180,449+88.1% | $154,107+120.2% | $135,375+150.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.84% | 888.09%-890.9pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $15,534 | $6,035+157.4% | $5,298+193.2% | $4,779+225.1% |
| Participant deferral / active EE | $10,581 | $5,806+82.2% | $5,081+108.3% | $5,609+88.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |