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 | $885,943 | $100,773+779.1% | $88,946+896.1% | $142,382+522.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 3.55% | 70.18%-66.6pp | 57.82%-54.3pp | 217.08%-213.5pp |
| Employer contribution / active EE | $28,180 | $2,918+865.8% | $2,555+1003.0% | $4,299+555.5% |
| Participant deferral / active EE | $15,500 | $5,230+196.4% | $4,581+238.3% | $6,507+138.2% |
| Admin fee / account holder | $123 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |