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 8-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 | $270,163 | $117,841+129.3% | $102,423+163.8% | $145,922+85.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 7.06% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $16,367 | $3,615+352.8% | $3,023+441.4% | $4,660+251.3% |
| Participant deferral / active EE | $10,446 | $5,731+82.3% | $5,053+106.7% | $6,688+56.2% |
| Admin fee / account holder | $92 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |