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 | $296,637 | $198,466+49.5% | $170,442+74.0% | $147,584+101.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.70% | 257.29%-253.6pp | 205.93%-202.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $2,917 | $6,184-52.8% | $5,433-46.3% | $4,876-40.2% |
| Participant deferral / active EE | $17,500 | $5,629+210.9% | $4,939+254.3% | $5,439+221.8% |
| Admin fee / account holder | $5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |