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 6-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 | $259,917 | $129,942+100.0% | $104,294+149.2% | $134,475+93.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.24% | 42.03%-58.3pp | 24.61%-40.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,951 | $4,184+66.1% | $3,372+106.2% | $4,740+46.7% |
| Participant deferral / active EE | $19,490 | $5,588+248.8% | $4,625+321.4% | $6,400+204.6% |
| Admin fee / account holder | $78 | $9,323-99.2% | $7,339-98.9% | $11,426-99.3% |