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 | $257,349 | $114,381+125.0% | $107,525+139.3% | $142,382+80.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.89% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $4,798 | $4,015+19.5% | $3,754+27.8% | $4,299+11.6% |
| Participant deferral / active EE | $21,850 | $5,564+292.7% | $5,116+327.1% | $6,507+235.8% |
| Admin fee / account holder | $50 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |