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.
Employer contribution per participant 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 | $270,762 | $214,378+26.3% | $200,582+35.0% | $142,382+90.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.11% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,010 | $6,841-85.2% | $6,419-84.3% | $4,299-76.5% |
| Participant deferral / active EE | $15,864 | $9,865+60.8% | $9,331+70.0% | $6,507+143.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |