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 | $510,623 | $180,449+183.0% | $154,107+231.3% | $135,375+277.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -4.59% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,276 | $6,035-62.3% | $5,298-57.0% | $4,779-52.4% |
| Participant deferral / active EE | $8,882 | $5,806+53.0% | $5,081+74.8% | $5,609+58.4% |
| Admin fee / account holder | $109 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |