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 | $271,570 | $117,841+130.5% | $102,423+165.1% | $145,922+86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.85% | 31.65%-24.8pp | 29.32%-22.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $3,294 | $3,615-8.9% | $3,023+9.0% | $4,660-29.3% |
| Participant deferral / active EE | $14,669 | $5,731+156.0% | $5,053+190.3% | $6,688+119.3% |
| Admin fee / account holder | $9 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |