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 | $1,747,354 | $175,202+897.3% | $149,673+1067.4% | $139,434+1153.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.77% | 166.71%-158.9pp | 134.42%-126.6pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,980 | $5,474-63.8% | $4,818-58.9% | $4,751-58.3% |
| Participant deferral / active EE | $4,400 | $6,519-32.5% | $5,680-22.5% | $6,710-34.4% |
| Admin fee / account holder | $16 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |