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 | $279,538 | $214,378+30.4% | $200,582+39.4% | $142,382+96.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.54% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,240 | $6,841-67.3% | $6,419-65.1% | $4,299-47.9% |
| Participant deferral / active EE | $5,227 | $9,865-47.0% | $9,331-44.0% | $6,507-19.7% |
| Admin fee / account holder | $272 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |