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 | $733,727 | $176,056+316.8% | $159,436+360.2% | $167,490+338.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 6.86% | 331.75%-324.9pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $6,932 | $5,297+30.9% | $4,829+43.5% | $4,837+43.3% |
| Participant deferral / active EE | $13,734 | $7,750+77.2% | $7,352+86.8% | $6,341+116.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |