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 | $335,751 | $105,860+217.2% | $90,749+270.0% | $134,475+149.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.58% | -11.01%+0.4pp | -12.16%+1.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,370 | $3,462-31.6% | $2,921-18.9% | $4,740-50.0% |
| Participant deferral / active EE | $24,503 | $5,216+369.8% | $4,564+436.9% | $6,400+282.9% |
| Admin fee / account holder | $188 | $13,938-98.7% | $8,445-97.8% | $11,426-98.4% |