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 | $488,387 | $202,318+141.4% | $172,739+182.7% | $152,861+219.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 6.43% | 1029.65%-1023.2pp | 802.84%-796.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $13,404 | $5,856+128.9% | $5,143+160.6% | $4,762+181.5% |
| Participant deferral / active EE | $11,325 | $5,948+90.4% | $5,198+117.9% | $5,850+93.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |