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 9-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 | $23,118 | $150,440-84.6% | $136,294-83.0% | $147,584-84.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 190.62% | 1049.08%-858.5pp | 5155.94%-4965.3pp | 578.55%-387.9pp |
| Employer contribution / active EE | $2,712 | $5,256-48.4% | $4,695-42.2% | $4,876-44.4% |
| Participant deferral / active EE | $6,855 | $6,630+3.4% | $6,247+9.7% | $5,439+26.0% |
| Admin fee / account holder | $44 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |