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 | $346,835 | $202,318+71.4% | $172,739+100.8% | $152,861+126.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.51% | 1029.65%-1020.1pp | 802.84%-793.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $10,763 | $5,856+83.8% | $5,143+109.3% | $4,762+126.0% |
| Participant deferral / active EE | $9,908 | $5,948+66.6% | $5,198+90.6% | $5,850+69.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |