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 7-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 | $359,469 | $95,862+275.0% | $79,550+351.9% | $134,475+167.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -2.11% | -2.69%+0.6pp | 0.16%-2.3pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,397 | $3,128-55.3% | $2,413-42.1% | $4,740-70.5% |
| Participant deferral / active EE | $1,747 | $4,693-62.8% | $3,985-56.2% | $6,400-72.7% |
| Admin fee / account holder | $45 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |