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 | $475,659 | $348,986+36.3% | $185,823+156.0% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 78.0%-78.0pp | - |
| Annual return | 14.68% | 9.09%+5.6pp | 35.95%-21.3pp | - |
| Employer contribution / active EE | $0 | $2,863-100.0% | $4,087-100.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,632-100.0% | - |
| Admin fee / account holder | $0 | $28,026-100.0% | $9,500-100.0% | - |