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 | $406,081 | $111,754+263.4% | $103,333+293.0% | $145,922+178.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 6.18% | 24.77%-18.6pp | 24.88%-18.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $11,351 | $4,212+169.5% | $3,868+193.5% | $4,660+143.6% |
| Participant deferral / active EE | $16,483 | $5,619+193.4% | $5,057+225.9% | $6,688+146.5% |
| Admin fee / account holder | $285 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |