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 9-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 | $281,722 | $158,398+77.9% | $126,539+122.6% | $142,382+97.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 8.86% | 593.76%-584.9pp | 425.95%-417.1pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,147 | $4,650-32.3% | $3,674-14.4% | $4,299-26.8% |
| Participant deferral / active EE | $6,380 | $4,767+33.9% | $4,083+56.3% | $6,507-2.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |