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 | $277,264 | $202,318+37.0% | $172,739+60.5% | $152,861+81.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.98% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.3pp |
| Employer contribution / active EE | $19,148 | $5,856+227.0% | $5,143+272.3% | $4,762+302.1% |
| Participant deferral / active EE | $2,000 | $5,948-66.4% | $5,198-61.5% | $5,850-65.8% |
| Admin fee / account holder | $34 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |