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 8-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 | $464,701 | $160,055+190.3% | $140,016+231.9% | $135,375+243.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -4.36% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,818 | $6,420-40.5% | $5,606-31.9% | $4,779-20.1% |
| Participant deferral / active EE | $6,779 | $7,642-11.3% | $6,927-2.1% | $5,609+20.9% |
| Admin fee / account holder | $46 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |