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 | $1,102,972 | $211,958+420.4% | $169,463+550.9% | $135,375+714.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.65% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,080 | $5,120-59.4% | $4,159-50.0% | $4,779-56.5% |
| Participant deferral / active EE | $7,000 | $6,075+15.2% | $5,277+32.7% | $5,609+24.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |