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 4-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 | $10,435 | $52,681-80.2% | $75,781-86.2% | $59,632-82.5% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.8%-2.7pp | 68.7%+4.4pp |
| Annual return | 45.93% | 2.95%+43.0pp | 9.68%+36.3pp | 2041.28%-1995.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |