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 | $420,957 | $167,484+151.3% | $151,611+177.7% | $134,475+213.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.91% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $10,608 | $6,829+55.3% | $6,166+72.0% | $4,740+123.8% |
| Participant deferral / active EE | $11,720 | $8,986+30.4% | $8,363+40.1% | $6,400+83.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |