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 | $507,756 | $109,817+362.4% | $98,442+415.8% | $167,490+203.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.13% | 1956.69%-1947.6pp | 1492.73%-1483.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $8,628 | $3,224+167.6% | $2,960+191.5% | $4,837+78.4% |
| Participant deferral / active EE | $43,753 | $4,673+836.3% | $4,276+923.2% | $6,341+590.0% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |