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 | $438,904 | $126,574+246.8% | $106,213+313.2% | $145,922+200.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.04% | 224.79%-217.7pp | 116.14%-109.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $7,131 | $3,730+91.2% | $3,171+124.8% | $4,660+53.0% |
| Participant deferral / active EE | $30,000 | $5,724+424.1% | $5,016+498.1% | $6,688+348.6% |
| Admin fee / account holder | $186 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |