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 | $19,707 | $226,064-91.3% | $182,532-89.2% | $152,861-87.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.49% | 192.51%-178.0pp | 148.54%-134.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,985 | $4,978-60.1% | $4,076-51.3% | $4,762-58.3% |
| Participant deferral / active EE | $1,800 | $6,368-71.7% | $5,524-67.4% | $5,850-69.2% |
| Admin fee / account holder | $190 | $10,703-98.2% | $8,592-97.8% | $11,596-98.4% |