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 | $549,066 | $152,460+260.1% | $118,746+362.4% | $147,584+272.0% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.3%-0.5pp | 82.8%-5.1pp |
| Annual return | 18.01% | 17.41%+0.6pp | 24.54%-6.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $26,335 | $5,046+421.9% | $4,193+528.1% | $4,876+440.1% |
| Participant deferral / active EE | $1,367 | $6,212-78.0% | $5,332-74.4% | $5,439-74.9% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |