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 | $537,520 | $127,065+323.0% | $113,168+375.0% | $142,382+277.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 13.91% | 24.03%-10.1pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $972 | $3,442-71.8% | $2,975-67.3% | $4,299-77.4% |
| Participant deferral / active EE | $1,168 | $5,716-79.6% | $5,107-77.1% | $6,507-82.0% |
| Admin fee / account holder | $31 | $15,736-99.8% | $12,068-99.7% | $12,624-99.8% |