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 | $24,148 | $160,055-84.9% | $140,016-82.8% | $135,375-82.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.13% | 911.38%-913.5pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,733 | $6,420-73.0% | $5,606-69.1% | $4,779-63.7% |
| Participant deferral / active EE | $4,463 | $7,642-41.6% | $6,927-35.6% | $5,609-20.4% |
| Admin fee / account holder | $109 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |