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 | $20,284 | $150,440-86.5% | $136,294-85.1% | $147,584-86.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 28.01% | 1049.08%-1021.1pp | 5155.94%-5127.9pp | 578.55%-550.5pp |
| Employer contribution / active EE | $1,909 | $5,256-63.7% | $4,695-59.3% | $4,876-60.9% |
| Participant deferral / active EE | $5,956 | $6,630-10.2% | $6,247-4.7% | $5,439+9.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |