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 | $787,744 | $181,894+333.1% | $156,549+403.2% | $273,961+187.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.85% | 30.74%-28.9pp | 32.23%-30.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $22,805 | $6,248+265.0% | $5,501+314.6% | $4,869+368.4% |
| Participant deferral / active EE | $20,000 | $5,550+260.4% | $4,871+310.6% | $5,287+278.3% |
| Admin fee / account holder | $111 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |