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 | $589,085 | $117,841+399.9% | $102,423+475.1% | $145,922+303.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.52% | 31.65%-27.1pp | 29.32%-24.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $5,178 | $3,615+43.2% | $3,023+71.3% | $4,660+11.1% |
| Participant deferral / active EE | $21,762 | $5,731+279.7% | $5,053+330.7% | $6,688+225.4% |
| Admin fee / account holder | $122 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |