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 | $11,288 | $101,069-88.8% | $81,478-86.1% | $147,584-92.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 30.67% | 32.40%-1.7pp | 38.78%-8.1pp | 578.55%-547.9pp |
| Employer contribution / active EE | $2,238 | $3,205-30.2% | $2,568-12.8% | $4,876-54.1% |
| Participant deferral / active EE | $5,017 | $4,242+18.3% | $3,537+41.9% | $5,439-7.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |