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 | $8,381 | $99,652-91.6% | $78,778-89.4% | $147,584-94.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 30.87% | 47.28%-16.4pp | 35.62%-4.8pp | 578.55%-547.7pp |
| Employer contribution / active EE | $1,729 | $2,796-38.2% | $1,986-12.9% | $4,876-64.5% |
| Participant deferral / active EE | $2,046 | $3,664-44.1% | $2,958-30.8% | $5,439-62.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |