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 | $14,545 | $157,256-90.8% | $141,162-89.7% | $152,861-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 48.89% | 64.32%-15.4pp | 71.39%-22.5pp | 345.32%-296.4pp |
| Employer contribution / active EE | $3,951 | $5,261-24.9% | $4,735-16.6% | $4,762-17.0% |
| Participant deferral / active EE | $6,383 | $7,109-10.2% | $6,709-4.9% | $5,850+9.1% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |