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 | $16,802 | $176,662-90.5% | $130,648-87.1% | $152,861-89.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.30% | 2692.24%-2672.9pp | 1708.96%-1689.7pp | 345.32%-326.0pp |
| Employer contribution / active EE | $916 | $5,742-84.0% | $4,092-77.6% | $4,762-80.8% |
| Participant deferral / active EE | $1,172 | $4,361-73.1% | $3,603-67.5% | $5,850-80.0% |
| Admin fee / account holder | $18 | $7,133-99.8% | $5,464-99.7% | $11,596-99.8% |