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 6-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 | $7,849 | $189,613-95.9% | $167,512-95.3% | $142,382-94.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 23.93% | 2024.68%-2000.7pp | 1615.79%-1591.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,077 | $4,349-75.2% | $3,882-72.2% | $4,299-74.9% |
| Participant deferral / active EE | $1,645 | $6,981-76.4% | $6,405-74.3% | $6,507-74.7% |
| Admin fee / account holder | $47 | $10,528-99.6% | $9,769-99.5% | $12,624-99.6% |