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 | $889,551 | $189,613+369.1% | $167,512+431.0% | $142,382+524.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.93% | 2024.68%-2014.8pp | 1615.79%-1605.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $20,000 | $4,349+359.9% | $3,882+415.3% | $4,299+365.2% |
| Participant deferral / active EE | $23,000 | $6,981+229.5% | $6,405+259.1% | $6,507+253.5% |
| Admin fee / account holder | $14 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |