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 | $346,245 | $99,020+249.7% | $86,590+299.9% | $147,584+134.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.66% | 1312.34%-1305.7pp | 964.84%-958.2pp | 578.55%-571.9pp |
| Employer contribution / active EE | $8,382 | $3,132+167.6% | $2,839+195.2% | $4,876+71.9% |
| Participant deferral / active EE | $2,175 | $3,972-45.2% | $3,609-39.7% | $5,439-60.0% |
| Admin fee / account holder | $97 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |