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 | $555,085 | $209,411+165.1% | $178,490+211.0% | $158,922+249.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.77% | 188.75%-154.0pp | 151.07%-116.3pp | 302.83%-268.1pp |
| Employer contribution / active EE | $437 | $5,706-92.4% | $5,011-91.3% | $4,761-90.8% |
| Participant deferral / active EE | $6,987 | $5,954+17.3% | $5,202+34.3% | $5,982+16.8% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |