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 7-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 | $18,082 | $176,056-89.7% | $159,436-88.7% | $167,490-89.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.58% | 331.75%-299.2pp | 263.57%-231.0pp | 478.56%-446.0pp |
| Employer contribution / active EE | $2,275 | $5,297-57.0% | $4,829-52.9% | $4,837-53.0% |
| Participant deferral / active EE | $8,810 | $7,750+13.7% | $7,352+19.8% | $6,341+38.9% |
| Admin fee / account holder | $62 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |