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 | $318,377 | $165,335+92.6% | $149,696+112.7% | $158,922+100.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.18% | 348.15%-348.3pp | 276.60%-276.8pp | 302.83%-303.0pp |
| Employer contribution / active EE | $15,207 | $5,103+198.0% | $4,644+227.4% | $4,761+219.4% |
| Participant deferral / active EE | $11,893 | $7,181+65.6% | $6,842+73.8% | $5,982+98.8% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |