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 | $23,925 | $150,440-84.1% | $136,294-82.4% | $147,584-83.8% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 36.22% | 1049.08%-1012.9pp | 5155.94%-5119.7pp | 578.55%-542.3pp |
| Employer contribution / active EE | $4,369 | $5,256-16.9% | $4,695-6.9% | $4,876-10.4% |
| Participant deferral / active EE | $10,084 | $6,630+52.1% | $6,247+61.4% | $5,439+85.4% |
| Admin fee / account holder | $143 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |