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 4-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 | $252,026 | $90,348+178.9% | $75,972+231.7% | $145,922+72.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.03% | 620.88%-610.9pp | 359.55%-349.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $137 | $3,311-95.9% | $2,685-94.9% | $4,660-97.1% |
| Participant deferral / active EE | $15,657 | $5,162+203.3% | $4,255+267.9% | $6,688+134.1% |
| Admin fee / account holder | $15 | $8,467-99.8% | $6,467-99.8% | $13,397-99.9% |