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 | $29,724 | $198,466-85.0% | $170,442-82.6% | $147,584-79.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 52.71% | 257.29%-204.6pp | 205.93%-153.2pp | 578.55%-525.8pp |
| Employer contribution / active EE | $3,668 | $6,184-40.7% | $5,433-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $4,669 | $5,629-17.1% | $4,939-5.5% | $5,439-14.1% |
| Admin fee / account holder | $194 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |