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 | $8,454 | $98,240-91.4% | $82,313-89.7% | $147,584-94.3% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 52.92% | 30.85%+22.1pp | 25.88%+27.0pp | 578.55%-525.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,476 | $4,383+24.9% | $3,706+47.8% | $5,439+0.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |