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 | $23,785 | $150,440-84.2% | $136,294-82.5% | $147,584-83.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 22.63% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,442 | $5,256-72.6% | $4,695-69.3% | $4,876-70.4% |
| Participant deferral / active EE | $4,840 | $6,630-27.0% | $6,247-22.5% | $5,439-11.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |