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 | $536,589 | $179,726+198.6% | $156,263+243.4% | $142,382+276.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.48% | 77.86%-70.4pp | 59.47%-52.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $46,500 | $5,069+817.3% | $4,333+973.1% | $4,299+981.6% |
| Participant deferral / active EE | $23,500 | $6,956+237.8% | $6,158+281.6% | $6,507+261.1% |
| Admin fee / account holder | $29 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |