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 | $254,282 | $167,484+51.8% | $151,611+67.7% | $134,475+89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.27% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,486 | $6,829-49.0% | $6,166-43.5% | $4,740-26.5% |
| Participant deferral / active EE | $13,176 | $8,986+46.6% | $8,363+57.5% | $6,400+105.9% |
| Admin fee / account holder | $97 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |