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 | $29,366 | $183,963-84.0% | $162,163-81.9% | $152,861-80.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.96% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,393 | $6,371-62.4% | $5,614-57.4% | $4,762-49.8% |
| Participant deferral / active EE | $6,217 | $8,034-22.6% | $7,298-14.8% | $5,850+6.3% |
| Admin fee / account holder | $186 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |