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 | $355,228 | $180,449+96.9% | $154,107+130.5% | $135,375+162.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.84% | 888.09%-899.9pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $12,151 | $6,035+101.4% | $5,298+129.4% | $4,779+154.3% |
| Participant deferral / active EE | $12,660 | $5,806+118.0% | $5,081+149.2% | $5,609+125.7% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |