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 | $19,806 | $150,440-86.8% | $136,294-85.5% | $147,584-86.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 48.91% | 1049.08%-1000.2pp | 5155.94%-5107.0pp | 578.55%-529.6pp |
| Employer contribution / active EE | $4,067 | $5,256-22.6% | $4,695-13.4% | $4,876-16.6% |
| Participant deferral / active EE | $6,551 | $6,630-1.2% | $6,247+4.9% | $5,439+20.5% |
| Admin fee / account holder | $34 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |