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 | $282,903 | $117,381+141.0% | $99,443+184.5% | $152,861+85.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 5.27% | 31.87%-26.6pp | 30.72%-25.4pp | 345.32%-340.0pp |
| Employer contribution / active EE | $5,308 | $3,013+76.2% | $2,540+109.0% | $4,762+11.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |