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 | $9,659 | $115,770-91.7% | $101,248-90.5% | $158,922-93.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 25.80% | 56.14%-30.3pp | 46.47%-20.7pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,589 | $4,175-61.9% | $3,660-56.6% | $4,761-66.6% |
| Participant deferral / active EE | $3,400 | $4,957-31.4% | $4,370-22.2% | $5,982-43.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |