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 | $677,311 | $214,378+215.9% | $200,582+237.7% | $142,382+375.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 11.54% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,683 | $6,841-16.9% | $6,419-11.5% | $4,299+32.2% |
| Participant deferral / active EE | $11,987 | $9,865+21.5% | $9,331+28.5% | $6,507+84.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |