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 | $441,248 | $138,044+219.6% | $125,339+252.0% | $134,475+228.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.99% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,666 | $5,243-68.2% | $4,814-65.4% | $4,740-64.8% |
| Participant deferral / active EE | $3,450 | $7,799-55.8% | $7,446-53.7% | $6,400-46.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |