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 8-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 | $256,412 | $154,117+66.4% | $129,995+97.2% | $139,434+83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.72% | 32.48%-28.8pp | -137.18%+140.9pp | 372.94%-369.2pp |
| Employer contribution / active EE | $29,365 | $5,289+455.2% | $4,320+579.8% | $4,751+518.1% |
| Participant deferral / active EE | $23,006 | $6,710+242.9% | $5,820+295.3% | $6,710+242.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |