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 | $16,761 | $150,440-88.9% | $136,294-87.7% | $147,584-88.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.24% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $897 | $5,256-82.9% | $4,695-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $3,553 | $6,630-46.4% | $6,247-43.1% | $5,439-34.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |