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 | $288,949 | $106,584+171.1% | $101,326+185.2% | $142,382+102.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 3.69% | 36.93%-33.2pp | 36.82%-33.1pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,337 | $3,956-40.9% | $3,665-36.2% | $4,299-45.6% |
| Participant deferral / active EE | $6,058 | $8,297-27.0% | $7,994-24.2% | $6,507-6.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |