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 | $847,152 | $142,344+495.1% | $119,609+608.3% | $134,475+530.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.10% | -12.44%-12.7pp | -14.97%-10.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $5,999 | $5,222+14.9% | $4,232+41.8% | $4,740+26.6% |
| Participant deferral / active EE | $17,385 | $6,469+168.7% | $5,602+210.3% | $6,400+171.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |