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 | $28,815 | $171,865-83.2% | $149,718-80.8% | $147,584-80.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 23.32% | 2113.22%-2089.9pp | 1501.63%-1478.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,982 | $6,275-68.4% | $5,445-63.6% | $4,876-59.3% |
| Participant deferral / active EE | $4,819 | $7,271-33.7% | $6,569-26.6% | $5,439-11.4% |
| Admin fee / account holder | $60 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |