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 | $11,926 | $52,681-77.4% | $75,781-84.3% | $59,632-80.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 23.77% | 2.95%+20.8pp | 9.68%+14.1pp | 2041.28%-2017.5pp |
| Employer contribution / active EE | $1,925 | $2,193-12.3% | $3,323-42.1% | $2,203-12.6% |
| Participant deferral / active EE | $2,372 | $2,591-8.4% | $3,651-35.0% | $3,192-25.7% |
| Admin fee / account holder | $27 | $3,610-99.2% | $5,299-99.5% | $4,297-99.4% |