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 | $351,416 | $135,635+159.1% | $110,238+218.8% | $135,375+159.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.55% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $20,047 | $4,906+308.6% | $3,826+423.9% | $4,779+319.5% |
| Participant deferral / active EE | $11,045 | $5,506+100.6% | $4,672+136.4% | $5,609+96.9% |
| Admin fee / account holder | $3 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |