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 | $300,073 | $177,572+69.0% | $154,803+93.8% | $142,382+110.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 10.43% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,284 | $4,810-52.5% | $4,305-47.0% | $4,299-46.9% |
| Participant deferral / active EE | $7,750 | $6,272+23.6% | $5,540+39.9% | $6,507+19.1% |
| Admin fee / account holder | $187 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |