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 | $277,381 | $185,822+49.3% | $169,993+63.2% | $139,434+98.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.17% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,179 | $7,590-84.5% | $6,785-82.6% | $4,751-75.2% |
| Participant deferral / active EE | $11,790 | $11,622+1.4% | $10,408+13.3% | $6,710+75.7% |
| Admin fee / account holder | $16 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |