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 | $22,739 | $202,318-88.8% | $172,739-86.8% | $152,861-85.1% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 24.84% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,328 | $5,856-77.3% | $5,143-74.2% | $4,762-72.1% |
| Participant deferral / active EE | $4,776 | $5,948-19.7% | $5,198-8.1% | $5,850-18.4% |
| Admin fee / account holder | $71 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |