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 | $365,791 | $99,640+267.1% | $86,436+323.2% | $134,475+172.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 6782.58%-6797.4pp | 4394.89%-4409.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $14,548 | $4,400+230.6% | $3,769+286.0% | $4,740+206.9% |
| Participant deferral / active EE | $9,000 | $7,246+24.2% | $6,952+29.5% | $6,400+40.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |