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 | $636,697 | $127,065+401.1% | $113,168+462.6% | $142,382+347.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.07% | 24.03%-20.0pp | 24.27%-20.2pp | 217.08%-213.0pp |
| Employer contribution / active EE | $6,133 | $3,442+78.2% | $2,975+106.1% | $4,299+42.6% |
| Participant deferral / active EE | $25,386 | $5,716+344.1% | $5,107+397.1% | $6,507+290.1% |
| Admin fee / account holder | $122 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |