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 | $20,663 | $98,240-79.0% | $82,313-74.9% | $147,584-86.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.22% | 30.85%-15.6pp | 25.88%-10.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,357 | $3,192-57.5% | $2,428-44.1% | $4,876-72.2% |
| Participant deferral / active EE | $1,676 | $4,383-61.8% | $3,706-54.8% | $5,439-69.2% |
| Admin fee / account holder | $100 | $8,563-98.8% | $5,608-98.2% | $10,885-99.1% |