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 | $644,065 | $138,044+366.6% | $125,339+413.9% | $134,475+378.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.17% | 750.33%-743.2pp | 572.05%-564.9pp | 417.96%-410.8pp |
| Employer contribution / active EE | $38 | $5,243-99.3% | $4,814-99.2% | $4,740-99.2% |
| Participant deferral / active EE | $9,075 | $7,799+16.4% | $7,446+21.9% | $6,400+41.8% |
| Admin fee / account holder | $138 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |