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 | $256,824 | $144,119+78.2% | $117,854+117.9% | $147,584+74.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.52% | 531.15%-522.6pp | 335.08%-326.6pp | 578.55%-570.0pp |
| Employer contribution / active EE | $11,111 | $4,896+126.9% | $3,786+193.5% | $4,876+127.9% |
| Participant deferral / active EE | $8,996 | $5,316+69.2% | $4,482+100.7% | $5,439+65.4% |
| Admin fee / account holder | $20 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |