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 | $10,240 | $81,632-87.5% | $70,449-85.5% | $158,922-93.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.11% | 208.40%-195.3pp | 109.03%-95.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,305 | $3,217-59.4% | $2,737-52.3% | $4,761-72.6% |
| Participant deferral / active EE | $2,086 | $4,554-54.2% | $3,709-43.7% | $5,982-65.1% |
| Admin fee / account holder | $88 | $6,193-98.6% | $3,845-97.7% | $11,246-99.2% |