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 | $23,515 | $162,781-85.6% | $133,956-82.4% | $158,922-85.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.41% | 41.94%-24.5pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,229 | $4,975-55.2% | $3,919-43.1% | $4,761-53.2% |
| Participant deferral / active EE | $2,250 | $5,911-61.9% | $5,048-55.4% | $5,982-62.4% |
| Admin fee / account holder | $223 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |