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 | $14,408 | $171,865-91.6% | $149,718-90.4% | $147,584-90.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.45% | 2113.22%-2086.8pp | 1501.63%-1475.2pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,480 | $6,275-76.4% | $5,445-72.8% | $4,876-69.6% |
| Participant deferral / active EE | $4,337 | $7,271-40.4% | $6,569-34.0% | $5,439-20.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |