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 | $260,543 | $142,344+83.0% | $119,609+117.8% | $134,475+93.7% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -15.61% | -12.44%-3.2pp | -14.97%-0.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $5,724 | $5,222+9.6% | $4,232+35.3% | $4,740+20.8% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6 | $13,584-100.0% | $10,323-99.9% | $11,426-99.9% |