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 | $10,214 | $99,020-89.7% | $86,590-88.2% | $147,584-93.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 42.10% | 1312.34%-1270.2pp | 964.84%-922.7pp | 578.55%-536.4pp |
| Employer contribution / active EE | $624 | $3,132-80.1% | $2,839-78.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,314 | $3,972-66.9% | $3,609-63.6% | $5,439-75.8% |
| Admin fee / account holder | $140 | $5,710-97.5% | $4,906-97.1% | $10,885-98.7% |