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 | $350,208 | $138,065+153.7% | $123,544+183.5% | $135,375+158.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.88% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $22,125 | $5,151+329.5% | $4,628+378.1% | $4,779+363.0% |
| Participant deferral / active EE | $15,550 | $6,799+128.7% | $6,426+142.0% | $5,609+177.2% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |