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 9-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 | $28,933 | $202,318-85.7% | $172,739-83.3% | $152,861-81.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 33.35% | 1029.65%-996.3pp | 802.84%-769.5pp | 345.32%-312.0pp |
| Employer contribution / active EE | $7,419 | $5,856+26.7% | $5,143+44.3% | $4,762+55.8% |
| Participant deferral / active EE | $5,075 | $5,948-14.7% | $5,198-2.4% | $5,850-13.3% |
| Admin fee / account holder | $156 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |