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 7-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 | $298,225 | $238,490+25.0% | $180,183+65.5% | $142,382+109.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.16% | 33.56%-15.4pp | 27.86%-9.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,040 | $6,143-83.1% | $5,039-79.4% | $4,299-75.8% |
| Participant deferral / active EE | $23,500 | $7,996+193.9% | $6,822+244.5% | $6,507+261.1% |
| Admin fee / account holder | $33 | $28,866-99.9% | $19,975-99.8% | $12,624-99.7% |