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 5-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 | $22,181 | $165,335-86.6% | $149,696-85.2% | $158,922-86.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.77% | 348.15%-314.4pp | 276.60%-242.8pp | 302.83%-269.1pp |
| Employer contribution / active EE | $2,560 | $5,103-49.8% | $4,644-44.9% | $4,761-46.2% |
| Participant deferral / active EE | $7,040 | $7,181-2.0% | $6,842+2.9% | $5,982+17.7% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |