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 | $20,533 | $103,376-80.1% | $87,100-76.4% | $152,861-86.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 37.84% | 28.10%+9.7pp | 28.19%+9.7pp | 345.32%-307.5pp |
| Employer contribution / active EE | $2,497 | $3,220-22.5% | $2,521-1.0% | $4,762-47.6% |
| Participant deferral / active EE | $6,647 | $4,778+39.1% | $4,049+64.2% | $5,850+13.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |