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 | $425,882 | $138,044+208.5% | $125,339+239.8% | $134,475+216.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.05% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,039 | $5,243-61.1% | $4,814-57.6% | $4,740-57.0% |
| Participant deferral / active EE | $7,841 | $7,799+0.5% | $7,446+5.3% | $6,400+22.5% |
| Admin fee / account holder | $284 | $11,571-97.5% | $10,010-97.2% | $11,426-97.5% |