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 | $12,024 | $73,515-83.6% | $62,995-80.9% | $147,584-91.9% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 21.12% | 175.43%-154.3pp | 87.57%-66.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,576 | $3,320-22.4% | $2,759-6.6% | $4,876-47.2% |
| Participant deferral / active EE | $2,786 | $4,185-33.4% | $3,329-16.3% | $5,439-48.8% |
| Admin fee / account holder | $114 | $5,953-98.1% | $3,600-96.8% | $10,885-99.0% |