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 5-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 | $268,490 | $88,751+202.5% | $81,812+228.2% | $145,922+84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.73% | 1025.40%-1026.1pp | 773.79%-774.5pp | 561.29%-562.0pp |
| Employer contribution / active EE | $3,900 | $3,083+26.5% | $2,912+33.9% | $4,660-16.3% |
| Participant deferral / active EE | $4,200 | $4,643-9.5% | $4,319-2.7% | $6,688-37.2% |
| Admin fee / account holder | $296 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |