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 | $1,029,333 | $277,327+271.2% | $154,107+567.9% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 83.0%-83.0pp | - |
| Annual return | -1.39% | -3.82%+2.4pp | 735.12%-736.5pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $0 | $1,965-100.0% | $5,081-100.0% | - |
| Admin fee / account holder | $0 | $104,675-100.0% | $13,411-100.0% | - |