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 | $2,123,798 | $197,591+974.8% | $177,821+1094.3% | $158,922+1236.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.56% | 58.76%-53.2pp | 48.32%-42.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,827 | $6,697-72.7% | $5,918-69.1% | $4,761-61.6% |
| Participant deferral / active EE | $9,083 | $8,405+8.1% | $7,714+17.8% | $5,982+51.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |