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 | $371,309 | $198,466+87.1% | $170,442+117.9% | $147,584+151.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -1.95% | 257.29%-259.2pp | 205.93%-207.9pp | 578.55%-580.5pp |
| Employer contribution / active EE | $20,422 | $6,184+230.3% | $5,433+275.9% | $4,876+318.8% |
| Participant deferral / active EE | $11,600 | $5,629+106.1% | $4,939+134.8% | $5,439+113.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |