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 | $341,892 | $131,829+159.3% | $108,579+214.9% | $273,961+24.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.31% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $11,713 | $4,912+138.4% | $3,758+211.7% | $4,869+140.6% |
| Participant deferral / active EE | $6,930 | $5,127+35.2% | $4,311+60.8% | $5,287+31.1% |
| Admin fee / account holder | $291 | $10,252-97.2% | $7,645-96.2% | $10,132-97.1% |