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 | $746,309 | $209,411+256.4% | $178,490+318.1% | $158,922+369.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.19% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.6pp |
| Employer contribution / active EE | $10,064 | $5,706+76.4% | $5,011+100.9% | $4,761+111.4% |
| Participant deferral / active EE | $6,723 | $5,954+12.9% | $5,202+29.2% | $5,982+12.4% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |