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 | $9,883 | $73,515-86.6% | $62,995-84.3% | $147,584-93.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 18.92% | 175.43%-156.5pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $746 | $3,320-77.5% | $2,759-72.9% | $4,876-84.7% |
| Participant deferral / active EE | $892 | $4,185-78.7% | $3,329-73.2% | $5,439-83.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |