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 9-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 | $289,789 | $85,006+240.9% | $76,190+280.3% | $145,922+98.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 2.88% | 13.11%-10.2pp | 13.78%-10.9pp | 561.29%-558.4pp |
| Employer contribution / active EE | $19,534 | $5,265+271.0% | $4,578+326.7% | $4,660+319.2% |
| Participant deferral / active EE | $10,167 | $6,392+59.0% | $5,474+85.7% | $6,688+52.0% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |