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 | $30,666 | $91,552-66.5% | $133,956-77.1% | $79,858-61.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.99% | 61.85%-40.9pp | 45.09%-24.1pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,065 | $2,384-13.4% | $3,919-47.3% | $2,471-16.4% |
| Participant deferral / active EE | $4,458 | $3,733+19.4% | $5,048-11.7% | $3,740+19.2% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |