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 | $445,990 | $87,540+409.5% | $75,781+488.5% | $125,391+255.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.11% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $20,137 | $3,930+412.4% | $3,323+505.9% | $4,866+313.8% |
| Participant deferral / active EE | $12,141 | $4,229+187.1% | $3,651+232.5% | $5,352+126.9% |
| Admin fee / account holder | $12 | $6,502-99.8% | $5,299-99.8% | $9,540-99.9% |