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 | $283,925 | $106,515+166.6% | $96,683+193.7% | $139,434+103.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.62% | 38.43%-32.8pp | 35.69%-30.1pp | 372.94%-367.3pp |
| Employer contribution / active EE | $2,450 | $4,103-40.3% | $3,737-34.4% | $4,751-48.4% |
| Participant deferral / active EE | $30,000 | $5,454+450.1% | $4,878+515.0% | $6,710+347.1% |
| Admin fee / account holder | $120 | $7,877-98.5% | $6,730-98.2% | $11,403-98.9% |