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 | $271,806 | $167,307+62.5% | $143,757+89.1% | $134,475+102.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.34% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $14,276 | $5,619+154.1% | $4,951+188.3% | $4,740+201.2% |
| Participant deferral / active EE | $14,000 | $6,446+117.2% | $5,637+148.4% | $6,400+118.8% |
| Admin fee / account holder | $142 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |