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 | $702,203 | $105,126+568.0% | $94,646+641.9% | $139,434+403.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 4.94% | 38.03%-33.1pp | 156.71%-151.8pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,333 | $4,106-43.2% | $3,672-36.5% | $4,751-50.9% |
| Participant deferral / active EE | $17,018 | $7,599+123.9% | $7,418+129.4% | $6,710+153.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |