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 | $22,036 | $150,440-85.4% | $136,294-83.8% | $147,584-85.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 46.80% | 1049.08%-1002.3pp | 5155.94%-5109.1pp | 578.55%-531.7pp |
| Employer contribution / active EE | $3,944 | $5,256-25.0% | $4,695-16.0% | $4,876-19.1% |
| Participant deferral / active EE | $7,860 | $6,630+18.5% | $6,247+25.8% | $5,439+44.5% |
| Admin fee / account holder | $54 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |