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 | $401,824 | $168,632+138.3% | $147,614+172.2% | $125,391+220.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.77% | 77.65%-70.9pp | 61.98%-55.2pp | 282.22%-275.5pp |
| Employer contribution / active EE | $18,651 | $6,252+198.3% | $5,564+235.2% | $4,866+283.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |