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 6-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 | $23,326 | $105,181-77.8% | $159,436-85.4% | $85,850-72.8% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.8%-9.1pp | 69.3%+4.4pp |
| Annual return | 31.29% | 45.07%-13.8pp | 263.57%-232.3pp | 318.53%-287.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,995 | $5,945+68.1% | $7,352+36.0% | $3,952+152.9% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |