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 | $22,312 | $198,466-88.8% | $170,442-86.9% | $147,584-84.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.26% | 257.29%-247.0pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $7,369 | $6,184+19.2% | $5,433+35.6% | $4,876+51.1% |
| Participant deferral / active EE | $4,422 | $5,629-21.5% | $4,939-10.5% | $5,439-18.7% |
| Admin fee / account holder | $207 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |