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 | $11,864 | $135,635-91.3% | $110,238-89.2% | $135,375-91.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.24% | 513.19%-505.0pp | 314.74%-306.5pp | 519.73%-511.5pp |
| Employer contribution / active EE | $943 | $4,906-80.8% | $3,826-75.3% | $4,779-80.3% |
| Participant deferral / active EE | $2,509 | $5,506-54.4% | $4,672-46.3% | $5,609-55.3% |
| Admin fee / account holder | $80 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |