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 | $269,867 | $112,096+140.7% | $95,952+181.3% | $158,922+69.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.09% | 171.09%-171.0pp | 91.61%-91.5pp | 302.83%-302.7pp |
| Employer contribution / active EE | $19,820 | $3,198+519.8% | $2,541+680.0% | $4,761+316.3% |
| Participant deferral / active EE | $13,000 | $4,784+171.7% | $4,167+212.0% | $5,982+117.3% |
| Admin fee / account holder | $158 | $10,130-98.4% | $6,795-97.7% | $11,246-98.6% |