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 | $978,031 | $152,587+541.0% | $125,175+681.3% | $152,861+539.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.23% | 54.84%-49.6pp | 43.79%-38.6pp | 345.32%-340.1pp |
| Employer contribution / active EE | $47,917 | $4,946+868.7% | $3,865+1139.6% | $4,762+906.2% |
| Participant deferral / active EE | $10,782 | $5,868+83.7% | $4,937+118.4% | $5,850+84.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |