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 | $326,641 | $99,341+228.8% | $84,750+285.4% | $273,961+19.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.34% | 22.93%-22.6pp | 22.78%-22.4pp | 41.45%-41.1pp |
| Employer contribution / active EE | $2,970 | $4,214-29.5% | $3,574-16.9% | $4,869-39.0% |
| Participant deferral / active EE | $8,413 | $4,269+97.1% | $3,712+126.7% | $5,287+59.1% |
| Admin fee / account holder | $29 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |