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 7-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 | $14,179 | $98,750-85.6% | $149,696-90.5% | $79,858-82.2% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 620.21% | 27.43%+592.8pp | 276.60%+343.6pp | 31.71%+588.5pp |
| Employer contribution / active EE | $3,692 | $3,216+14.8% | $4,644-20.5% | $2,471+49.4% |
| Participant deferral / active EE | $3,147 | $5,680-44.6% | $6,842-54.0% | $3,740-15.9% |
| Admin fee / account holder | $285 | $6,053-95.3% | $9,309-96.9% | $5,306-94.6% |