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 | $22,351 | $150,440-85.1% | $136,294-83.6% | $147,584-84.9% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 19.00% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,544 | $5,256-51.6% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $3,406 | $6,630-48.6% | $6,247-45.5% | $5,439-37.4% |
| Admin fee / account holder | $235 | $10,905-97.8% | $9,243-97.5% | $10,885-97.8% |