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 | $376,320 | $96,305+290.8% | $80,569+367.1% | $139,434+169.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -9.06% | 1350.08%-1359.1pp | 935.43%-944.5pp | 372.94%-382.0pp |
| Employer contribution / active EE | $5,029 | $3,262+54.2% | $2,723+84.7% | $4,751+5.9% |
| Participant deferral / active EE | $27,000 | $5,232+416.1% | $4,447+507.1% | $6,710+302.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |