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 | $406,889 | $149,734+171.7% | $118,925+242.1% | $158,922+156.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -6.27% | 19.95%-26.2pp | 35.88%-42.1pp | 302.83%-309.1pp |
| Employer contribution / active EE | $19,879 | $4,115+383.0% | $3,263+509.3% | $4,761+317.5% |
| Participant deferral / active EE | $19,148 | $5,223+266.6% | $4,265+349.0% | $5,982+220.1% |
| Admin fee / account holder | $1 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |