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 | $8,973 | $107,334-91.6% | $92,893-90.3% | $152,861-94.1% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 28.78% | 145.58%-116.8pp | 109.41%-80.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,055 | $4,221-75.0% | $3,653-71.1% | $4,762-77.8% |
| Participant deferral / active EE | $1,325 | $4,845-72.7% | $4,236-68.7% | $5,850-77.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |