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 | $20,439 | $202,318-89.9% | $172,739-88.2% | $152,861-86.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 35.45% | 1029.65%-994.2pp | 802.84%-767.4pp | 345.32%-309.9pp |
| Employer contribution / active EE | $1,578 | $5,856-73.1% | $5,143-69.3% | $4,762-66.9% |
| Participant deferral / active EE | $6,081 | $5,948+2.2% | $5,198+17.0% | $5,850+4.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |