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 | $25,773 | $135,635-81.0% | $110,238-76.6% | $135,375-81.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -8.58% | 513.19%-521.8pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,838 | $4,906-62.5% | $3,826-52.0% | $4,779-61.5% |
| Participant deferral / active EE | $4,958 | $5,506-10.0% | $4,672+6.1% | $5,609-11.6% |
| Admin fee / account holder | $88 | $11,457-99.2% | $8,547-99.0% | $10,827-99.2% |