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 | $692,682 | $103,376+570.1% | $87,100+695.3% | $152,861+353.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 5.61% | 28.10%-22.5pp | 28.19%-22.6pp | 345.32%-339.7pp |
| Employer contribution / active EE | $5,501 | $3,220+70.8% | $2,521+118.2% | $4,762+15.5% |
| Participant deferral / active EE | $14,558 | $4,778+204.7% | $4,049+259.6% | $5,850+148.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |