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 | $24,090 | $180,449-86.7% | $154,107-84.4% | $135,375-82.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.69% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,016 | $6,035-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $5,379 | $5,806-7.4% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $175 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |