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 | $621,604 | $108,919+470.7% | $100,391+519.2% | $145,922+326.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 57.88%-48.1pp | 49.20%-39.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $24,406 | $4,419+452.2% | $3,942+519.2% | $4,660+423.8% |
| Participant deferral / active EE | $16,414 | $8,445+94.4% | $8,082+103.1% | $6,688+145.4% |
| Admin fee / account holder | $44 | $9,689-99.5% | $7,899-99.4% | $13,397-99.7% |