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 | $9,464 | $102,317-90.8% | $146,958-93.6% | $80,856-88.3% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 14.89% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,302 | $3,713-38.0% | $4,933-53.3% | $2,755-16.4% |
| Participant deferral / active EE | $3,503 | $6,644-47.3% | $8,070-56.6% | $4,296-18.5% |
| Admin fee / account holder | $176 | $7,941-97.8% | $12,998-98.6% | $6,918-97.5% |