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 5-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 | $372,801 | $70,756+426.9% | $65,493+469.2% | $142,382+161.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 2.19% | 1754.89%-1752.7pp | 982.45%-980.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,898 | $2,881-34.1% | $2,574-26.3% | $4,299-55.9% |
| Participant deferral / active EE | $1,940 | $4,637-58.2% | $3,961-51.0% | $6,507-70.2% |
| Admin fee / account holder | $8 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |