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 | $315,921 | $214,378+47.4% | $200,582+57.5% | $142,382+121.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 7.61% | 46.41%-38.8pp | 42.33%-34.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $4,104 | $6,841-40.0% | $6,419-36.1% | $4,299-4.5% |
| Participant deferral / active EE | $8,870 | $9,865-10.1% | $9,331-4.9% | $6,507+36.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |