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 | $252,390 | $177,572+42.1% | $154,803+63.0% | $142,382+77.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 6.65% | 65.07%-58.4pp | 58.88%-52.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $4,486 | $4,810-6.8% | $4,305+4.2% | $4,299+4.3% |
| Participant deferral / active EE | $13,395 | $6,272+113.6% | $5,540+141.8% | $6,507+105.9% |
| Admin fee / account holder | $41 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |