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 | $297,226 | $159,602+86.2% | $150,045+98.1% | $142,382+108.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.60% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $755 | $4,961-84.8% | $4,693-83.9% | $4,299-82.4% |
| Participant deferral / active EE | $8,535 | $8,310+2.7% | $7,997+6.7% | $6,507+31.2% |
| Admin fee / account holder | $285 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |