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 | $13,534 | $144,119-90.6% | $117,854-88.5% | $147,584-90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 37.78% | 531.15%-493.4pp | 335.08%-297.3pp | 578.55%-540.8pp |
| Employer contribution / active EE | $2,109 | $4,896-56.9% | $3,786-44.3% | $4,876-56.8% |
| Participant deferral / active EE | $5,656 | $5,316+6.4% | $4,482+26.2% | $5,439+4.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |