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 9-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 | $430,701 | $157,256+173.9% | $141,162+205.1% | $152,861+181.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.04% | 64.32%-63.3pp | 71.39%-70.3pp | 345.32%-344.3pp |
| Employer contribution / active EE | $7,767 | $5,261+47.6% | $4,735+64.0% | $4,762+63.1% |
| Participant deferral / active EE | $8,181 | $7,109+15.1% | $6,709+21.9% | $5,850+39.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |