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 | $301,038 | $106,584+182.4% | $101,326+197.1% | $142,382+111.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.65% | 36.93%-25.3pp | 36.82%-25.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,232 | $3,956+32.3% | $3,665+42.8% | $4,299+21.7% |
| Participant deferral / active EE | $23,346 | $8,297+181.4% | $7,994+192.1% | $6,507+258.8% |
| Admin fee / account holder | $7 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |