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 | $19,408 | $171,865-88.7% | $149,718-87.0% | $147,584-86.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.08% | 2113.22%-2083.1pp | 1501.63%-1471.5pp | 578.55%-548.5pp |
| Employer contribution / active EE | $3,576 | $6,275-43.0% | $5,445-34.3% | $4,876-26.7% |
| Participant deferral / active EE | $6,182 | $7,271-15.0% | $6,569-5.9% | $5,439+13.7% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |