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 | $357,597 | $160,055+123.4% | $140,016+155.4% | $135,375+164.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.83% | 911.38%-921.2pp | 651.12%-660.9pp | 519.73%-529.6pp |
| Employer contribution / active EE | $14,449 | $6,420+125.1% | $5,606+157.8% | $4,779+202.4% |
| Participant deferral / active EE | $8,167 | $7,642+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $145 | $13,328-98.9% | $10,705-98.6% | $10,827-98.7% |