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 | $17,402 | $165,335-89.5% | $149,696-88.4% | $158,922-89.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.87% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,174 | $5,103-57.4% | $4,644-53.2% | $4,761-54.3% |
| Participant deferral / active EE | $6,821 | $7,181-5.0% | $6,842-0.3% | $5,982+14.0% |
| Admin fee / account holder | $29 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |