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 | $9,338 | $102,828-90.9% | $105,387-91.1% | $152,861-93.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.42% | 20.85%+4.6pp | 26.82%-1.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,309 | $4,473-48.4% | $4,213-45.2% | $4,762-51.5% |
| Participant deferral / active EE | $3,346 | $5,465-38.8% | $5,502-39.2% | $5,850-42.8% |
| Admin fee / account holder | $181 | $8,683-97.9% | $6,559-97.2% | $11,596-98.4% |