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 8-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 | $21,096 | $162,781-87.0% | $133,956-84.3% | $158,922-86.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.11% | 41.94%-15.8pp | 45.09%-19.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,976 | $4,975-60.3% | $3,919-49.6% | $4,761-58.5% |
| Participant deferral / active EE | $5,531 | $5,911-6.4% | $5,048+9.6% | $5,982-7.5% |
| Admin fee / account holder | $78 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |