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 4-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 | $401,605 | $106,584+276.8% | $101,326+296.4% | $142,382+182.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 3.19% | 36.93%-33.7pp | 36.82%-33.6pp | 217.08%-213.9pp |
| Employer contribution / active EE | $26,427 | $3,956+568.0% | $3,665+621.0% | $4,299+514.7% |
| Participant deferral / active EE | $16,932 | $8,297+104.1% | $7,994+111.8% | $6,507+160.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |