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 | $417,647 | $142,344+193.4% | $119,609+249.2% | $134,475+210.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.93% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,635 | $5,222-49.6% | $4,232-37.7% | $4,740-44.4% |
| Participant deferral / active EE | $12,093 | $6,469+86.9% | $5,602+115.9% | $6,400+89.0% |
| Admin fee / account holder | $155 | $13,584-98.9% | $10,323-98.5% | $11,426-98.6% |