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 | $777,992 | $107,791+621.8% | $90,645+758.3% | $135,375+474.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.47% | -0.90%-0.6pp | 1.88%-3.4pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,682 | $3,018-11.1% | $2,532+5.9% | $4,779-43.9% |
| Participant deferral / active EE | $11,323 | $3,872+192.4% | $3,425+230.6% | $5,609+101.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |