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 | $11,111 | $98,240-88.7% | $82,313-86.5% | $147,584-92.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 38.46% | 30.85%+7.6pp | 25.88%+12.6pp | 578.55%-540.1pp |
| Employer contribution / active EE | $2,915 | $3,192-8.7% | $2,428+20.0% | $4,876-40.2% |
| Participant deferral / active EE | $3,848 | $4,383-12.2% | $3,706+3.8% | $5,439-29.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |