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 | $10,721 | $142,405-92.5% | $115,157-90.7% | $152,861-93.0% |
| Participation rate | 72.2% | 82.4%-10.1pp | 75.9%-3.7pp | 82.4%-10.2pp |
| Annual return | 28.26% | 41.48%-13.2pp | 35.60%-7.3pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,418 | $4,010-64.6% | $3,179-55.4% | $4,762-70.2% |
| Participant deferral / active EE | $2,069 | $5,164-59.9% | $4,168-50.4% | $5,850-64.6% |
| Admin fee / account holder | $51 | $8,462-99.4% | $7,088-99.3% | $11,596-99.6% |