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 | $472,849 | $183,519+157.7% | $155,509+204.1% | $145,922+224.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,449 | $5,313+59.0% | $4,672+80.8% | $4,660+81.3% |
| Participant deferral / active EE | $6,702 | $6,462+3.7% | $5,626+19.1% | $6,688+0.2% |
| Admin fee / account holder | $66 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |