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 | $1,033,291 | $100,754+925.6% | $86,677+1092.1% | $134,475+668.4% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -14.47% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,782 | $3,489+65.7% | $2,836+103.9% | $4,740+22.0% |
| Participant deferral / active EE | $15,300 | $5,338+186.6% | $4,656+228.6% | $6,400+139.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |