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 | $516,518 | $102,966+401.6% | $90,281+472.1% | $152,861+237.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.21% | 95.16%-90.9pp | 78.10%-73.9pp | 345.32%-341.1pp |
| Employer contribution / active EE | $22,455 | $3,139+615.4% | $2,854+686.7% | $4,762+371.5% |
| Participant deferral / active EE | $13,263 | $4,281+209.8% | $3,885+241.4% | $5,850+126.7% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |