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 7-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 | $15,053 | $124,319-87.9% | $111,297-86.5% | $167,490-91.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 40.33% | 37.44%+2.9pp | 54.65%-14.3pp | 478.56%-438.2pp |
| Employer contribution / active EE | $1,201 | $3,435-65.0% | $2,731-56.0% | $4,837-75.2% |
| Participant deferral / active EE | $3,910 | $5,180-24.5% | $4,487-12.9% | $6,341-38.3% |
| Admin fee / account holder | $50 | $10,618-99.5% | $7,964-99.4% | $12,309-99.6% |