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 | $133,350 | $297,529-55.2% | $246,525-45.9% | $357,791-62.7% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 14.94% | -2.25%+17.2pp | 0.46%+14.5pp | 396.79%-381.9pp |
| Employer contribution / active EE | $20,534 | $8,709+135.8% | $7,467+175.0% | $7,508+173.5% |
| Participant deferral / active EE | $8,517 | $6,076+40.2% | $5,422+57.1% | $5,521+54.3% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |