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 | $12,397 | $150,440-91.8% | $136,294-90.9% | $147,584-91.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 47.84% | 1049.08%-1001.2pp | 5155.94%-5108.1pp | 578.55%-530.7pp |
| Employer contribution / active EE | $2,236 | $5,256-57.5% | $4,695-52.4% | $4,876-54.1% |
| Participant deferral / active EE | $6,030 | $6,630-9.1% | $6,247-3.5% | $5,439+10.9% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |