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 | $19,146 | $198,466-90.4% | $170,442-88.8% | $147,584-87.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.16% | 257.29%-223.1pp | 205.93%-171.8pp | 578.55%-544.4pp |
| Employer contribution / active EE | $2,220 | $6,184-64.1% | $5,433-59.1% | $4,876-54.5% |
| Participant deferral / active EE | $5,173 | $5,629-8.1% | $4,939+4.7% | $5,439-4.9% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |