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 | $502,522 | $202,318+148.4% | $172,739+190.9% | $152,861+228.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.12% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $21,275 | $5,856+263.3% | $5,143+313.7% | $4,762+346.7% |
| Participant deferral / active EE | $7,667 | $5,948+28.9% | $5,198+47.5% | $5,850+31.1% |
| Admin fee / account holder | $268 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |