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 | $427,681 | $138,065+209.8% | $123,544+246.2% | $135,375+215.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.21% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,855 | $5,151-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $7,207 | $6,799+6.0% | $6,426+12.2% | $5,609+28.5% |
| Admin fee / account holder | $178 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |