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 | $809,086 | $167,484+383.1% | $151,611+433.7% | $134,475+501.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.76% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $7,026 | $6,829+2.9% | $6,166+13.9% | $4,740+48.2% |
| Participant deferral / active EE | $23,250 | $8,986+158.7% | $8,363+178.0% | $6,400+263.3% |
| Admin fee / account holder | $99 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |