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 | $433,532 | $167,307+159.1% | $143,757+201.6% | $134,475+222.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.68% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,754 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $9,480 | $6,446+47.1% | $5,637+68.2% | $6,400+48.1% |
| Admin fee / account holder | $150 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |