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 9-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 | $450,128 | $117,841+282.0% | $102,423+339.5% | $145,922+208.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 7.95% | 31.65%-23.7pp | 29.32%-21.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $3,983 | $3,615+10.2% | $3,023+31.7% | $4,660-14.5% |
| Participant deferral / active EE | $12,790 | $5,731+123.2% | $5,053+153.1% | $6,688+91.2% |
| Admin fee / account holder | $27 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |