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 | $14,543 | $171,865-91.5% | $149,718-90.3% | $147,584-90.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 51.55% | 2113.22%-2061.7pp | 1501.63%-1450.1pp | 578.55%-527.0pp |
| Employer contribution / active EE | $6,165 | $6,275-1.8% | $5,445+13.2% | $4,876+26.4% |
| Participant deferral / active EE | $4,300 | $7,271-40.9% | $6,569-34.5% | $5,439-20.9% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |