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 | $257,106 | $114,047+125.4% | $96,139+167.4% | $167,490+53.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 4.92% | 189.88%-185.0pp | 191.94%-187.0pp | 478.56%-473.6pp |
| Employer contribution / active EE | $5,563 | $3,427+62.3% | $2,797+98.9% | $4,837+15.0% |
| Participant deferral / active EE | $6,954 | $5,194+33.9% | $4,349+59.9% | $6,341+9.7% |
| Admin fee / account holder | $250 | $6,897-96.4% | $5,537-95.5% | $12,309-98.0% |