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 | $370,996 | $131,829+181.4% | $108,579+241.7% | $273,961+35.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.76% | -91.57%+99.3pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,881 | $4,912-61.7% | $3,758-49.9% | $4,869-61.4% |
| Participant deferral / active EE | $7,666 | $5,127+49.5% | $4,311+77.8% | $5,287+45.0% |
| Admin fee / account holder | $158 | $10,252-98.5% | $7,645-97.9% | $10,132-98.4% |