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 8-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 | $29,135 | $202,318-85.6% | $172,739-83.1% | $152,861-80.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 26.29% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,192 | $5,856-62.6% | $5,143-57.4% | $4,762-54.0% |
| Participant deferral / active EE | $11,085 | $5,948+86.4% | $5,198+113.3% | $5,850+89.5% |
| Admin fee / account holder | $84 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |