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 | $10,680 | $97,881-89.1% | $80,004-86.7% | $125,391-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 38.60% | 9.36%+29.2pp | 7.63%+31.0pp | 282.22%-243.6pp |
| Employer contribution / active EE | $2,034 | $3,128-35.0% | $2,473-17.8% | $4,866-58.2% |
| Participant deferral / active EE | $3,315 | $3,744-11.5% | $3,204+3.5% | $5,352-38.1% |
| Admin fee / account holder | $165 | $6,278-97.4% | $5,033-96.7% | $9,540-98.3% |