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 | $26,498 | $202,318-86.9% | $172,739-84.7% | $152,861-82.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 21.65% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,866 | $5,856-68.1% | $5,143-63.7% | $4,762-60.8% |
| Participant deferral / active EE | $3,739 | $5,948-37.1% | $5,198-28.1% | $5,850-36.1% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |