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 | $297,892 | $138,044+115.8% | $125,339+137.7% | $134,475+121.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.22% | 750.33%-760.5pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,069 | $5,243-41.5% | $4,814-36.2% | $4,740-35.2% |
| Participant deferral / active EE | $11,980 | $7,799+53.6% | $7,446+60.9% | $6,400+87.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |