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 | $333,124 | $84,695+293.3% | $73,843+351.1% | $125,391+165.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -7.71% | 3123.53%-3131.2pp | 2267.84%-2275.6pp | 282.22%-289.9pp |
| Employer contribution / active EE | $8,251 | $3,123+164.2% | $2,787+196.0% | $4,866+69.6% |
| Participant deferral / active EE | $10,500 | $3,992+163.0% | $3,583+193.0% | $5,352+96.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |