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 | $366,734 | $160,055+129.1% | $140,016+161.9% | $135,375+170.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.12% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.9pp |
| Employer contribution / active EE | $7,686 | $6,420+19.7% | $5,606+37.1% | $4,779+60.8% |
| Participant deferral / active EE | $20,116 | $7,642+163.2% | $6,927+190.4% | $5,609+258.6% |
| Admin fee / account holder | $235 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |