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 | $285,101 | $202,318+40.9% | $172,739+65.0% | $152,861+86.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.20% | 1029.65%-1021.4pp | 802.84%-794.6pp | 345.32%-337.1pp |
| Employer contribution / active EE | $3,521 | $5,856-39.9% | $5,143-31.5% | $4,762-26.1% |
| Participant deferral / active EE | $13,500 | $5,948+127.0% | $5,198+159.7% | $5,850+130.8% |
| Admin fee / account holder | $141 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |