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 | $409,302 | $148,534+175.6% | $135,903+201.2% | $139,434+193.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 9.13% | 79.19%-70.1pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $6,555 | $5,243+25.0% | $4,856+35.0% | $4,751+38.0% |
| Participant deferral / active EE | $12,608 | $8,100+55.7% | $7,758+62.5% | $6,710+87.9% |
| Admin fee / account holder | $29 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |