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 | $19,662 | $150,440-86.9% | $136,294-85.6% | $147,584-86.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 76.71% | 1049.08%-972.4pp | 5155.94%-5079.2pp | 578.55%-501.8pp |
| Employer contribution / active EE | $3,030 | $5,256-42.3% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $6,613 | $6,630-0.3% | $6,247+5.9% | $5,439+21.6% |
| Admin fee / account holder | $149 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |