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 | $388,175 | $95,266+307.5% | $82,389+371.2% | $142,382+172.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 0.85% | 25.74%-24.9pp | 28.67%-27.8pp | 217.08%-216.2pp |
| Employer contribution / active EE | $2,288 | $2,991-23.5% | $2,517-9.1% | $4,299-46.8% |
| Participant deferral / active EE | $4,004 | $4,809-16.7% | $4,155-3.6% | $6,507-38.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |