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 3-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 | $10,028 | $111,754-91.0% | $103,333-90.3% | $145,922-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.19% | 24.77%-1.6pp | 24.88%-1.7pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,288 | $4,212-45.7% | $3,868-40.9% | $4,660-50.9% |
| Participant deferral / active EE | $6,378 | $5,619+13.5% | $5,057+26.1% | $6,688-4.6% |
| Admin fee / account holder | $166 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |