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 | $315,012 | $133,958+135.2% | $112,228+180.7% | $134,475+134.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.58% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $13,298 | $4,038+229.3% | $3,635+265.9% | $4,740+180.6% |
| Participant deferral / active EE | $15,081 | $5,291+185.1% | $4,728+219.0% | $6,400+135.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |