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 | $26,675 | $198,466-86.6% | $170,442-84.3% | $147,584-81.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.53% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $4,085 | $6,184-33.9% | $5,433-24.8% | $4,876-16.2% |
| Participant deferral / active EE | $4,236 | $5,629-24.8% | $4,939-14.2% | $5,439-22.1% |
| Admin fee / account holder | $114 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |