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 | $838,272 | $74,888+1019.4% | $71,209+1077.2% | $142,382+488.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.59% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $15,968 | $2,854+459.4% | $2,721+486.9% | $4,299+271.4% |
| Participant deferral / active EE | $24,849 | $4,454+457.9% | $4,175+495.2% | $6,507+281.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |