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 4-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 | $10,254 | $111,724-90.8% | $93,606-89.0% | $145,922-93.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 19.73% | 202.98%-183.3pp | 133.20%-113.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,761 | $3,090-10.6% | $2,420+14.1% | $4,660-40.7% |
| Participant deferral / active EE | $2,887 | $4,912-41.2% | $4,411-34.5% | $6,688-56.8% |
| Admin fee / account holder | $203 | $10,250-98.0% | $8,285-97.6% | $13,397-98.5% |