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 | $372,621 | $138,044+169.9% | $125,339+197.3% | $134,475+177.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -14.10% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,981 | $5,243-62.2% | $4,814-58.9% | $4,740-58.2% |
| Participant deferral / active EE | $2,652 | $7,799-66.0% | $7,446-64.4% | $6,400-58.6% |
| Admin fee / account holder | $11 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |