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 8-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 | $305,478 | $150,187+103.4% | $120,354+153.8% | $145,922+109.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.74% | 154.07%-144.3pp | 107.15%-97.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $775 | $4,348-82.2% | $3,463-77.6% | $4,660-83.4% |
| Participant deferral / active EE | $1,550 | $6,173-74.9% | $4,991-68.9% | $6,688-76.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |