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 | $273,531 | $152,587+79.3% | $125,175+118.5% | $152,861+78.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 2.63% | 54.84%-52.2pp | 43.79%-41.2pp | 345.32%-342.7pp |
| Employer contribution / active EE | $2,525 | $4,946-49.0% | $3,865-34.7% | $4,762-47.0% |
| Participant deferral / active EE | $10,000 | $5,868+70.4% | $4,937+102.6% | $5,850+70.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |