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 | $386,965 | $176,056+119.8% | $159,436+142.7% | $167,490+131.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.27% | 331.75%-331.5pp | 263.57%-263.3pp | 478.56%-478.3pp |
| Employer contribution / active EE | $12,272 | $5,297+131.7% | $4,829+154.1% | $4,837+153.7% |
| Participant deferral / active EE | $26,938 | $7,750+247.6% | $7,352+266.4% | $6,341+324.8% |
| Admin fee / account holder | $18 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |