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 | $282,829 | $177,572+59.3% | $154,803+82.7% | $142,382+98.6% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 10.39% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $10,324 | $4,810+114.6% | $4,305+139.8% | $4,299+140.1% |
| Participant deferral / active EE | $5,866 | $6,272-6.5% | $5,540+5.9% | $6,507-9.9% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |