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 | $262,561 | $150,440+74.5% | $136,294+92.6% | $147,584+77.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.72% | 1049.08%-1039.4pp | 5155.94%-5146.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,251 | $5,256-57.2% | $4,695-52.1% | $4,876-53.8% |
| Participant deferral / active EE | $8,800 | $6,630+32.7% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |