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 | $446,477 | $297,529+50.1% | $246,525+81.1% | $357,791+24.8% |
| Participation rate | 85.7% | 86.5%-0.8pp | 82.0%+3.8pp | 85.6%+0.1pp |
| Annual return | 14.48% | -2.25%+16.7pp | 0.46%+14.0pp | 396.79%-382.3pp |
| Employer contribution / active EE | $2,470 | $8,709-71.6% | $7,467-66.9% | $7,508-67.1% |
| Participant deferral / active EE | $13,096 | $6,076+115.6% | $5,422+141.5% | $5,521+137.2% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |