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 | $320,210 | $133,958+139.0% | $112,228+185.3% | $134,475+138.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.27% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,250 | $4,038-44.3% | $3,635-38.1% | $4,740-52.5% |
| Participant deferral / active EE | $8,082 | $5,291+52.8% | $4,728+70.9% | $6,400+26.3% |
| Admin fee / account holder | $245 | $7,489-96.7% | $6,410-96.2% | $11,426-97.9% |