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 9-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 | $255,019 | $88,751+187.3% | $81,812+211.7% | $145,922+74.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.42% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $755 | $3,083-75.5% | $2,912-74.1% | $4,660-83.8% |
| Participant deferral / active EE | $11,575 | $4,643+149.3% | $4,319+168.0% | $6,688+73.1% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |