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 | $13,741 | $202,318-93.2% | $172,739-92.0% | $152,861-91.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.85% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,857 | $5,856-34.1% | $5,143-25.0% | $4,762-19.0% |
| Participant deferral / active EE | $8,090 | $5,948+36.0% | $5,198+55.6% | $5,850+38.3% |
| Admin fee / account holder | $28 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |