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.
Participant 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 | $883,657 | $179,726+391.7% | $156,263+465.5% | $142,382+520.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.41% | 77.86%-64.4pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $14,918 | $5,069+194.3% | $4,333+244.3% | $4,299+247.0% |
| Participant deferral / active EE | $2,025 | $6,956-70.9% | $6,158-67.1% | $6,507-68.9% |
| Admin fee / account holder | $211 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |