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 | $554,147 | $197,591+180.5% | $177,821+211.6% | $158,922+248.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.31% | 58.76%-52.5pp | 48.32%-42.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $15,483 | $6,697+131.2% | $5,918+161.6% | $4,761+225.2% |
| Participant deferral / active EE | $15,167 | $8,405+80.5% | $7,714+96.6% | $5,982+153.5% |
| Admin fee / account holder | $7 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |