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 | $351,708 | $131,829+166.8% | $108,579+223.9% | $273,961+28.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -9.12% | -91.57%+82.4pp | -51.70%+42.6pp | 41.45%-50.6pp |
| Employer contribution / active EE | $1,479 | $4,912-69.9% | $3,758-60.7% | $4,869-69.6% |
| Participant deferral / active EE | $2,287 | $5,127-55.4% | $4,311-47.0% | $5,287-56.8% |
| Admin fee / account holder | $163 | $10,252-98.4% | $7,645-97.9% | $10,132-98.4% |