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 | $17,752 | $183,963-90.4% | $162,163-89.1% | $152,861-88.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.12% | 150.76%-123.6pp | 115.59%-88.5pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,624 | $6,371-58.8% | $5,614-53.3% | $4,762-44.9% |
| Participant deferral / active EE | $3,231 | $8,034-59.8% | $7,298-55.7% | $5,850-44.8% |
| Admin fee / account holder | $18 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |