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 | $9,848 | $198,466-95.0% | $170,442-94.2% | $147,584-93.3% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 24.60% | 257.29%-232.7pp | 205.93%-181.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,478 | $6,184-76.1% | $5,433-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $3,093 | $5,629-45.1% | $4,939-37.4% | $5,439-43.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |