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 | $20,552 | $99,652-79.4% | $78,778-73.9% | $147,584-86.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.42% | 47.28%-29.9pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,728 | $2,796-38.2% | $1,986-13.0% | $4,876-64.6% |
| Participant deferral / active EE | $2,986 | $3,664-18.5% | $2,958+0.9% | $5,439-45.1% |
| Admin fee / account holder | $90 | $7,155-98.7% | $5,134-98.2% | $10,885-99.2% |