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 | $18,402 | $150,440-87.8% | $136,294-86.5% | $147,584-87.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.74% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $7,046 | $5,256+34.0% | $4,695+50.0% | $4,876+44.5% |
| Participant deferral / active EE | $3,613 | $6,630-45.5% | $6,247-42.2% | $5,439-33.6% |
| Admin fee / account holder | $250 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |