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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,683 | $209,411-90.6% | $178,490-89.0% | $158,922-87.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.08% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,346 | $5,706-58.9% | $5,011-53.2% | $4,761-50.7% |
| Participant deferral / active EE | $6,768 | $5,954+13.7% | $5,202+30.1% | $5,982+13.1% |
| Admin fee / account holder | $24 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |