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 | $410,120 | $113,935+260.0% | $94,224+335.3% | $125,391+227.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.40% | 5.29%-9.7pp | 10.68%-15.1pp | 282.22%-286.6pp |
| Employer contribution / active EE | $7,267 | $4,727+53.7% | $3,587+102.6% | $4,866+49.3% |
| Participant deferral / active EE | $22,000 | $5,179+324.8% | $4,320+409.2% | $5,352+311.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |