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 6-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 | $304,677 | $117,983+158.2% | $101,794+199.3% | $142,382+114.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 2.20% | 36.92%-34.7pp | 30.53%-28.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,392 | $2,773-13.7% | $2,289+4.5% | $4,299-44.4% |
| Participant deferral / active EE | $11,725 | $4,714+148.7% | $4,084+187.1% | $6,507+80.2% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |