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 | $5,253 | $117,381-95.5% | $99,443-94.7% | $152,861-96.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.55% | 31.87%-11.3pp | 30.72%-10.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $215 | $3,013-92.9% | $2,540-91.5% | $4,762-95.5% |
| Participant deferral / active EE | $1,579 | $4,086-61.4% | $3,619-56.4% | $5,850-73.0% |
| Admin fee / account holder | $39 | $7,631-99.5% | $6,250-99.4% | $11,596-99.7% |