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 | $11,347 | $84,695-86.6% | $73,843-84.6% | $125,391-91.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 9436.94% | 3123.53%+6313.4pp | 2267.84%+7169.1pp | 282.22%+9154.7pp |
| Employer contribution / active EE | $1,275 | $3,123-59.2% | $2,787-54.3% | $4,866-73.8% |
| Participant deferral / active EE | $1,756 | $3,992-56.0% | $3,583-51.0% | $5,352-67.2% |
| Admin fee / account holder | $209 | $5,691-96.3% | $4,880-95.7% | $9,540-97.8% |