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 | $15,113 | $226,064-93.3% | $182,532-91.7% | $152,861-90.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 78.14% | 192.51%-114.4pp | 148.54%-70.4pp | 345.32%-267.2pp |
| Employer contribution / active EE | $852 | $4,978-82.9% | $4,076-79.1% | $4,762-82.1% |
| Participant deferral / active EE | $1,802 | $6,368-71.7% | $5,524-67.4% | $5,850-69.2% |
| Admin fee / account holder | $10 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |