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 | $266,600 | $100,773+164.6% | $88,946+199.7% | $142,382+87.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | -2.47% | 70.18%-72.6pp | 57.82%-60.3pp | 217.08%-219.5pp |
| Employer contribution / active EE | $5,854 | $2,918+100.6% | $2,555+129.1% | $4,299+36.2% |
| Participant deferral / active EE | $18,032 | $5,230+244.8% | $4,581+293.6% | $6,507+177.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |