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 | $373,547 | $167,484+123.0% | $151,611+146.4% | $134,475+177.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -31.25% | 7.80%-39.1pp | 3.33%-34.6pp | 417.96%-449.2pp |
| Employer contribution / active EE | $10,560 | $6,829+54.6% | $6,166+71.3% | $4,740+122.8% |
| Participant deferral / active EE | $11,278 | $8,986+25.5% | $8,363+34.9% | $6,400+76.2% |
| Admin fee / account holder | $98 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |