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 | $257,806 | $167,484+53.9% | $151,611+70.0% | $134,475+91.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.73% | 7.80%-27.5pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $7,721 | $6,829+13.1% | $6,166+25.2% | $4,740+62.9% |
| Participant deferral / active EE | $8,555 | $8,986-4.8% | $8,363+2.3% | $6,400+33.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |