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 | $16,252 | $162,781-90.0% | $133,956-87.9% | $158,922-89.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 42.41% | 41.94%+0.5pp | 45.09%-2.7pp | 302.83%-260.4pp |
| Employer contribution / active EE | $1,504 | $4,975-69.8% | $3,919-61.6% | $4,761-68.4% |
| Participant deferral / active EE | $2,617 | $5,911-55.7% | $5,048-48.2% | $5,982-56.3% |
| Admin fee / account holder | $213 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |