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 | $297,802 | $129,942+129.2% | $104,294+185.5% | $134,475+121.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -17.13% | 42.03%-59.2pp | 24.61%-41.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,596 | $4,184-61.9% | $3,372-52.7% | $4,740-66.3% |
| Participant deferral / active EE | $1,800 | $5,588-67.8% | $4,625-61.1% | $6,400-71.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |