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 | $21,568 | $171,865-87.5% | $149,718-85.6% | $147,584-85.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.18% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,857 | $6,275-54.5% | $5,445-47.5% | $4,876-41.4% |
| Participant deferral / active EE | $3,778 | $7,271-48.0% | $6,569-42.5% | $5,439-30.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |