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 | $280,298 | $209,832+33.6% | $189,513+47.9% | $167,490+67.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.43% | 748.27%-744.8pp | 555.15%-551.7pp | 478.56%-475.1pp |
| Employer contribution / active EE | $15,917 | $6,914+130.2% | $6,162+158.3% | $4,837+229.0% |
| Participant deferral / active EE | $9,597 | $8,935+7.4% | $8,221+16.7% | $6,341+51.3% |
| Admin fee / account holder | $256 | $14,293-98.2% | $12,045-97.9% | $12,309-97.9% |