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 | $11,213 | $63,346-82.3% | $92,233-87.8% | $70,131-84.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 28.37% | 530.12%-501.8pp | 176.28%-147.9pp | 73.14%-44.8pp |
| Employer contribution / active EE | $1,541 | $2,471-37.6% | $3,679-58.1% | $2,342-34.2% |
| Participant deferral / active EE | $4,666 | $2,854+63.5% | $3,897+19.8% | $3,332+40.1% |
| Admin fee / account holder | $138 | $3,840-96.4% | $5,194-97.3% | $4,645-97.0% |