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.
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 | $314,173 | $74,888+319.5% | $71,209+341.2% | $142,382+120.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.21% | 345.14%-336.9pp | 282.51%-274.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,593 | $2,854-9.2% | $2,721-4.7% | $4,299-39.7% |
| Participant deferral / active EE | $4,712 | $4,454+5.8% | $4,175+12.9% | $6,507-27.6% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |