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 | $263,888 | $167,307+57.7% | $143,757+83.6% | $134,475+96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.24% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,040 | $5,619-63.7% | $4,951-58.8% | $4,740-57.0% |
| Participant deferral / active EE | $6,225 | $6,446-3.4% | $5,637+10.4% | $6,400-2.7% |
| Admin fee / account holder | $246 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |