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 | $339,216 | $183,963+84.4% | $162,163+109.2% | $152,861+121.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.15% | 150.76%-149.6pp | 115.59%-114.4pp | 345.32%-344.2pp |
| Employer contribution / active EE | $10,409 | $6,371+63.4% | $5,614+85.4% | $4,762+118.6% |
| Participant deferral / active EE | $10,948 | $8,034+36.3% | $7,298+50.0% | $5,850+87.1% |
| Admin fee / account holder | $284 | $13,121-97.8% | $10,843-97.4% | $11,596-97.5% |