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 | $487,907 | $167,307+191.6% | $143,757+239.4% | $134,475+262.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $8,269 | $5,619+47.1% | $4,951+67.0% | $4,740+74.5% |
| Participant deferral / active EE | $4,595 | $6,446-28.7% | $5,637-18.5% | $6,400-28.2% |
| Admin fee / account holder | $228 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |