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 | $5,149 | $85,202-94.0% | $172,739-97.0% | $72,985-92.9% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 27.90% | 27.32%+0.6pp | 802.84%-774.9pp | 81.00%-53.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,917 | $3,260-41.2% | $5,198-63.1% | $3,607-46.9% |
| Admin fee / account holder | $229 | $5,884-96.1% | $13,954-98.4% | $5,124-95.5% |