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 | $28,726 | $168,632-83.0% | $147,614-80.5% | $125,391-77.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.78% | 77.65%-80.4pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,517 | $6,252-43.8% | $5,564-36.8% | $4,866-27.7% |
| Participant deferral / active EE | $2,227 | $5,507-59.6% | $4,895-54.5% | $5,352-58.4% |
| Admin fee / account holder | $144 | $13,580-98.9% | $11,611-98.8% | $9,540-98.5% |