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 | $15,179 | $133,922-88.7% | $116,228-86.9% | $142,382-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.76% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,069 | $3,446-69.0% | $2,994-64.3% | $4,299-75.1% |
| Participant deferral / active EE | $1,701 | $5,672-70.0% | $4,953-65.7% | $6,507-73.9% |
| Admin fee / account holder | $293 | $14,945-98.0% | $11,989-97.6% | $12,624-97.7% |