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 | $17,643 | $198,466-91.1% | $170,442-89.6% | $147,584-88.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 34.33% | 257.29%-223.0pp | 205.93%-171.6pp | 578.55%-544.2pp |
| Employer contribution / active EE | $2,507 | $6,184-59.5% | $5,433-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $5,019 | $5,629-10.8% | $4,939+1.6% | $5,439-7.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |