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 9-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 | $453,977 | $210,648+115.5% | $177,989+155.1% | $145,922+211.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 36.03% | 385.86%-349.8pp | 294.48%-258.5pp | 561.29%-525.3pp |
| Employer contribution / active EE | $537 | $4,565-88.2% | $3,949-86.4% | $4,660-88.5% |
| Participant deferral / active EE | $12,935 | $6,958+85.9% | $6,276+106.1% | $6,688+93.4% |
| Admin fee / account holder | $230 | $12,013-98.1% | $10,363-97.8% | $13,397-98.3% |