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 | $317,381 | $138,065+129.9% | $123,544+156.9% | $135,375+134.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.57% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $787 | $5,151-84.7% | $4,628-83.0% | $4,779-83.5% |
| Participant deferral / active EE | $2,667 | $6,799-60.8% | $6,426-58.5% | $5,609-52.5% |
| Admin fee / account holder | $115 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |