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 5-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 | $301,782 | $201,272+49.9% | $184,203+63.8% | $145,922+106.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.84% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $46,563 | $7,022+563.1% | $6,427+624.5% | $4,660+899.3% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,131+67.0% | $6,688+128.0% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |