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 | $375,334 | $118,450+216.9% | $98,439+281.3% | $139,434+169.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.06% | 18.94%-10.9pp | 21.16%-13.1pp | 372.94%-364.9pp |
| Employer contribution / active EE | $9,022 | $3,609+150.0% | $3,048+196.0% | $4,751+89.9% |
| Participant deferral / active EE | $27,000 | $5,392+400.8% | $4,738+469.9% | $6,710+302.4% |
| Admin fee / account holder | $219 | $14,026-98.4% | $8,948-97.6% | $11,403-98.1% |