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 | $14,076 | $105,998-86.7% | $92,233-84.7% | $147,584-90.5% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 19.32% | 50.05%-30.7pp | 176.28%-157.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $980 | $4,333-77.4% | $3,679-73.4% | $4,876-79.9% |
| Participant deferral / active EE | $2,712 | $4,478-39.4% | $3,897-30.4% | $5,439-50.1% |
| Admin fee / account holder | $176 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |