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 | $10,773 | $226,064-95.2% | $182,532-94.1% | $152,861-93.0% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 23.51% | 192.51%-169.0pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,625 | $4,978-67.4% | $4,076-60.1% | $4,762-65.9% |
| Participant deferral / active EE | $2,042 | $6,368-67.9% | $5,524-63.0% | $5,850-65.1% |
| Admin fee / account holder | $103 | $10,703-99.0% | $8,592-98.8% | $11,596-99.1% |