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 | $13,057 | $150,440-91.3% | $136,294-90.4% | $147,584-91.2% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 22.36% | 1049.08%-1026.7pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,888 | $5,256-64.1% | $4,695-59.8% | $4,876-61.3% |
| Participant deferral / active EE | $3,000 | $6,630-54.8% | $6,247-52.0% | $5,439-44.8% |
| Admin fee / account holder | $45 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |