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 | $341,616 | $109,327+212.5% | $89,391+282.2% | $158,922+115.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.37% | 345.68%-341.3pp | 245.62%-241.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $4,607 | $3,170+45.3% | $2,586+78.2% | $4,761-3.2% |
| Participant deferral / active EE | $19,500 | $4,598+324.1% | $3,890+401.3% | $5,982+226.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |