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 | $769,363 | $99,877+670.3% | $84,966+805.5% | $145,922+427.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -0.47% | 83.76%-84.2pp | 66.38%-66.9pp | 561.29%-561.8pp |
| Employer contribution / active EE | $3,139 | $3,231-2.9% | $2,727+15.1% | $4,660-32.6% |
| Participant deferral / active EE | $12,249 | $5,291+131.5% | $4,519+171.0% | $6,688+83.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |