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 | $427,826 | $209,832+103.9% | $189,513+125.8% | $167,490+155.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.06% | 748.27%-740.2pp | 555.15%-547.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $12,285 | $6,914+77.7% | $6,162+99.4% | $4,837+154.0% |
| Participant deferral / active EE | $6,510 | $8,935-27.1% | $8,221-20.8% | $6,341+2.7% |
| Admin fee / account holder | $23 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |