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 | $319,317 | $95,266+235.2% | $82,389+287.6% | $142,382+124.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 15.68% | 25.74%-10.1pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,676 | $4,809-23.6% | $4,155-11.5% | $6,507-43.5% |
| Admin fee / account holder | $59 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |