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 | $278,379 | $202,318+37.6% | $172,739+61.2% | $152,861+82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -21.40% | 1029.65%-1051.0pp | 802.84%-824.2pp | 345.32%-366.7pp |
| Employer contribution / active EE | $2,506 | $5,856-57.2% | $5,143-51.3% | $4,762-47.4% |
| Participant deferral / active EE | $6,226 | $5,948+4.7% | $5,198+19.8% | $5,850+6.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |