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 6-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 | $302,377 | $110,502+173.6% | $80,716+274.6% | $167,490+80.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.05% | 120.54%-113.5pp | 87.28%-80.2pp | 478.56%-471.5pp |
| Employer contribution / active EE | $56 | $1,543-96.4% | $1,160-95.2% | $4,837-98.8% |
| Participant deferral / active EE | $56 | $2,871-98.0% | $2,146-97.4% | $6,341-99.1% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |