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 | $321,126 | $92,222+248.2% | $76,768+318.3% | $135,375+137.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.30% | 5.46%-9.8pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,686 | $3,216+14.6% | $2,485+48.3% | $4,779-22.9% |
| Participant deferral / active EE | $21,471 | $4,509+376.2% | $3,852+457.5% | $5,609+282.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |