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 | $522,927 | $167,307+212.6% | $143,757+263.8% | $134,475+288.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.92% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,680 | $5,619-70.1% | $4,951-66.1% | $4,740-64.5% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,637+59.7% | $6,400+40.6% |
| Admin fee / account holder | -$598 | $18,088-103.3% | $14,673-104.1% | $11,426-105.2% |