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 | $1,325,848 | $167,307+692.5% | $143,757+822.3% | $134,475+885.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.78% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,804 | $5,619-67.9% | $4,951-63.6% | $4,740-61.9% |
| Participant deferral / active EE | $14,725 | $6,446+128.4% | $5,637+161.2% | $6,400+130.1% |
| Admin fee / account holder | $247 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |