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 | $264,948 | $97,044+173.0% | $83,333+217.9% | $135,375+95.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.02% | 12.31%-17.3pp | 10.63%-15.7pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,446 | $4,143-41.0% | $3,379-27.6% | $4,779-48.8% |
| Participant deferral / active EE | $9,885 | $5,964+65.7% | $5,565+77.6% | $5,609+76.2% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |