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 | $11,434 | $105,630-89.2% | $87,507-86.9% | $273,961-95.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 15.80% | 12.25%+3.5pp | 12.21%+3.6pp | 41.45%-25.7pp |
| Employer contribution / active EE | $2,663 | $3,141-15.2% | $2,550+4.4% | $4,869-45.3% |
| Participant deferral / active EE | $4,613 | $3,601+28.1% | $3,149+46.5% | $5,287-12.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |