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 | $15,223 | $105,998-85.6% | $92,233-83.5% | $147,584-89.7% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 18.56% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,277 | $4,333-24.4% | $3,679-10.9% | $4,876-32.8% |
| Participant deferral / active EE | $1,569 | $4,478-65.0% | $3,897-59.7% | $5,439-71.2% |
| Admin fee / account holder | $291 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |