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 | $1,355,879 | $142,344+852.5% | $119,609+1033.6% | $134,475+908.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.00% | -12.44%-0.6pp | -14.97%+2.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $40,500 | $5,222+675.6% | $4,232+857.0% | $4,740+754.5% |
| Participant deferral / active EE | $24,833 | $6,469+283.9% | $5,602+343.3% | $6,400+288.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |