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 | $253,987 | $165,335+53.6% | $149,696+69.7% | $158,922+59.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 6.24% | 348.15%-341.9pp | 276.60%-270.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,670 | $5,103-8.5% | $4,644+0.6% | $4,761-1.9% |
| Participant deferral / active EE | $10,969 | $7,181+52.8% | $6,842+60.3% | $5,982+83.4% |
| Admin fee / account holder | $56 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |