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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $295,265 | $165,984+77.9% | $164,813+79.2% | $145,922+102.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.46% | 100.03%-91.6pp | 69.93%-61.5pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,300 | $5,273-37.4% | $4,341-24.0% | $4,660-29.2% |
| Participant deferral / active EE | $3,300 | $6,959-52.6% | $6,031-45.3% | $6,688-50.7% |
| Admin fee / account holder | $60 | $16,648-99.6% | $12,690-99.5% | $13,397-99.6% |