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 | $26,264 | $168,632-84.4% | $147,614-82.2% | $125,391-79.1% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -3.41% | 77.65%-81.1pp | 61.98%-65.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $7,032 | $6,252+12.5% | $5,564+26.4% | $4,866+44.5% |
| Participant deferral / active EE | $5,599 | $5,507+1.7% | $4,895+14.4% | $5,352+4.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |