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 | $456,946 | $176,056+159.5% | $159,436+186.6% | $167,490+172.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 2.39% | 331.75%-329.4pp | 263.57%-261.2pp | 478.56%-476.2pp |
| Employer contribution / active EE | $4,428 | $5,297-16.4% | $4,829-8.3% | $4,837-8.5% |
| Participant deferral / active EE | $14,300 | $7,750+84.5% | $7,352+94.5% | $6,341+125.5% |
| Admin fee / account holder | $197 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |