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 | $269,057 | $198,466+35.6% | $170,442+57.9% | $147,584+82.3% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 8.70% | 257.29%-248.6pp | 205.93%-197.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $5,919 | $6,184-4.3% | $5,433+8.9% | $4,876+21.4% |
| Participant deferral / active EE | $6,221 | $5,629+10.5% | $4,939+25.9% | $5,439+14.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |