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 5-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 | $564,722 | $181,894+210.5% | $156,549+260.7% | $273,961+106.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -13.68% | 30.74%-44.4pp | 32.23%-45.9pp | 41.45%-55.1pp |
| Employer contribution / active EE | $1,785 | $6,248-71.4% | $5,501-67.6% | $4,869-63.3% |
| Participant deferral / active EE | $20,500 | $5,550+269.4% | $4,871+320.9% | $5,287+287.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |