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 | $8,449 | $121,625-93.1% | $104,607-91.9% | $158,922-94.7% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 19.68% | 465.26%-445.6pp | 340.46%-320.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $354 | $3,163-88.8% | $2,681-86.8% | $4,761-92.6% |
| Participant deferral / active EE | $2,889 | $4,177-30.8% | $3,740-22.7% | $5,982-51.7% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |