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 | $6,835 | $64,348-89.4% | $90,160-92.4% | $70,131-90.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 37.99% | 28.13%+9.9pp | 34.88%+3.1pp | 73.14%-35.2pp |
| Employer contribution / active EE | $2,100 | $2,046+2.6% | $3,318-36.7% | $2,342-10.4% |
| Participant deferral / active EE | $2,923 | $4,389-33.4% | $5,288-44.7% | $3,332-12.3% |
| Admin fee / account holder | $26 | $3,944-99.4% | $5,943-99.6% | $4,645-99.5% |