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 | $1,487,134 | $100,852+1374.6% | $90,404+1545.0% | $158,922+835.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.18% | 1724.20%-1721.0pp | 1293.02%-1289.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $39,953 | $3,689+983.2% | $3,262+1124.8% | $4,761+739.1% |
| Participant deferral / active EE | $4,000 | $4,348-8.0% | $3,963+0.9% | $5,982-33.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |