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 | $254,247 | $158,817+60.1% | $121,196+109.8% | $135,375+87.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.67% | -0.64%-9.0pp | 16.93%-26.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $12,014 | $5,665+112.1% | $4,022+198.7% | $4,779+151.4% |
| Participant deferral / active EE | $11,347 | $4,005+183.3% | $3,344+239.3% | $5,609+102.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |