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 | $264,207 | $131,829+100.4% | $108,579+143.3% | $273,961-3.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.20% | -91.57%+103.8pp | -51.70%+63.9pp | 41.45%-29.2pp |
| Employer contribution / active EE | $15,703 | $4,912+219.7% | $3,758+317.8% | $4,869+222.5% |
| Participant deferral / active EE | $16,000 | $5,127+212.1% | $4,311+271.2% | $5,287+202.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |