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 | $309,448 | $293,860+5.3% | $237,244+30.4% | $357,791-13.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 7.61% | 4677.97%-4670.4pp | 4131.29%-4123.7pp | 396.79%-389.2pp |
| Employer contribution / active EE | $600 | $5,523-89.1% | $4,351-86.2% | $7,508-92.0% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $21,223-100.0% | $18,030-100.0% | $28,387-100.0% |