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.
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 | $292,855 | $92,222+217.6% | $76,768+281.5% | $135,375+116.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 2.72% | 5.46%-2.7pp | 2.43%+0.3pp | 519.73%-517.0pp |
| Employer contribution / active EE | $648 | $3,216-79.8% | $2,485-73.9% | $4,779-86.4% |
| Participant deferral / active EE | $972 | $4,509-78.4% | $3,852-74.8% | $5,609-82.7% |
| Admin fee / account holder | $5 | $10,748-100.0% | $6,675-99.9% | $10,827-100.0% |