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 | $10,617 | $183,963-94.2% | $162,163-93.5% | $152,861-93.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.56% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,529 | $6,371-76.0% | $5,614-72.8% | $4,762-67.9% |
| Participant deferral / active EE | $5,172 | $8,034-35.6% | $7,298-29.1% | $5,850-11.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |