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 | $12,027 | $65,409-81.6% | $98,442-87.8% | $85,850-86.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 17.82% | 21.76%-3.9pp | 1492.73%-1474.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $430 | $2,168-80.2% | $2,960-85.5% | $2,565-83.2% |
| Participant deferral / active EE | $976 | $3,166-69.2% | $4,276-77.2% | $3,952-75.3% |
| Admin fee / account holder | $77 | $4,593-98.3% | $5,949-98.7% | $6,260-98.8% |