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 | $309,904 | $214,378+44.6% | $200,582+54.5% | $142,382+117.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 26.75% | 46.41%-19.7pp | 42.33%-15.6pp | 217.08%-190.3pp |
| Employer contribution / active EE | $144 | $6,841-97.9% | $6,419-97.8% | $4,299-96.6% |
| Participant deferral / active EE | $8,996 | $9,865-8.8% | $9,331-3.6% | $6,507+38.2% |
| Admin fee / account holder | $9 | $17,692-100.0% | $16,305-99.9% | $12,624-99.9% |