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 | $263,430 | $209,411+25.8% | $178,490+47.6% | $158,922+65.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.04% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $6,155 | $5,706+7.9% | $5,011+22.8% | $4,761+29.3% |
| Participant deferral / active EE | $5,492 | $5,954-7.8% | $5,202+5.6% | $5,982-8.2% |
| Admin fee / account holder | $252 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |