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 7-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 | $343,126 | $127,065+170.0% | $113,168+203.2% | $142,382+141.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.12% | 24.03%-13.9pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $26,478 | $3,442+669.2% | $2,975+790.0% | $4,299+515.9% |
| Participant deferral / active EE | $9,048 | $5,716+58.3% | $5,107+77.2% | $6,507+39.0% |
| Admin fee / account holder | $243 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |