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 | $8,505 | $109,817-92.3% | $98,442-91.4% | $167,490-94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.59% | 1956.69%-1938.1pp | 1492.73%-1474.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $3,256 | $3,224+1.0% | $2,960+10.0% | $4,837-32.7% |
| Participant deferral / active EE | $5,813 | $4,673+24.4% | $4,276+35.9% | $6,341-8.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |