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 | $318,765 | $106,584+199.1% | $101,326+214.6% | $142,382+123.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.92% | 36.93%-27.0pp | 36.82%-26.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,015 | $3,956-49.1% | $3,665-45.0% | $4,299-53.1% |
| Participant deferral / active EE | $3,287 | $8,297-60.4% | $7,994-58.9% | $6,507-49.5% |
| Admin fee / account holder | $288 | $11,446-97.5% | $11,185-97.4% | $12,624-97.7% |