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 | $10,285 | $52,379-80.4% | $46,225-77.8% | $273,961-96.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 13.07% | 7.23%+5.8pp | 7.57%+5.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,759 | $4,226-58.4% | $3,424-48.6% | $4,869-63.9% |
| Participant deferral / active EE | $1,806 | $4,660-61.2% | $3,776-52.2% | $5,287-65.8% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,132-100.0% |