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 | $301,185 | $177,572+69.6% | $154,803+94.6% | $142,382+111.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 3.93% | 65.07%-61.1pp | 58.88%-55.0pp | 217.08%-213.1pp |
| Employer contribution / active EE | $14,118 | $4,810+193.5% | $4,305+227.9% | $4,299+228.4% |
| Participant deferral / active EE | $10,293 | $6,272+64.1% | $5,540+85.8% | $6,507+58.2% |
| Admin fee / account holder | $3 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |