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 | $18,264 | $112,881-83.8% | $90,951-79.9% | $158,922-88.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.53% | 215.79%-190.3pp | 134.60%-109.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,146 | $2,893-60.4% | $2,122-46.0% | $4,761-75.9% |
| Participant deferral / active EE | $2,438 | $4,128-40.9% | $3,373-27.7% | $5,982-59.3% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |