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 | $394,403 | $107,934+265.4% | $91,989+328.8% | $152,861+158.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 10.95% | 89.24%-78.3pp | 69.02%-58.1pp | 345.32%-334.4pp |
| Employer contribution / active EE | $36,500 | $4,210+767.0% | $3,452+957.4% | $4,762+666.4% |
| Participant deferral / active EE | $25,000 | $6,364+292.8% | $5,923+322.1% | $5,850+327.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |