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 6-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 | $26,071 | $148,978-82.5% | $200,582-87.0% | $84,808-69.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 61.72% | 28.16%+33.6pp | 42.33%+19.4pp | 40.90%+20.8pp |
| Employer contribution / active EE | $4,286 | $4,815-11.0% | $6,419-33.2% | $2,631+62.9% |
| Participant deferral / active EE | $7,182 | $7,142+0.6% | $9,331-23.0% | $4,212+70.5% |
| Admin fee / account holder | $264 | $13,977-98.1% | $16,305-98.4% | $7,344-96.4% |