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 | $360,726 | $167,307+115.6% | $143,757+150.9% | $134,475+168.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.44% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $11,361 | $5,619+102.2% | $4,951+129.5% | $4,740+139.7% |
| Participant deferral / active EE | $6,100 | $6,446-5.4% | $5,637+8.2% | $6,400-4.7% |
| Admin fee / account holder | $196 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |