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 6-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 | $15,970 | $176,812-91.0% | $146,665-89.1% | $167,490-90.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.11% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,805 | $5,160-26.3% | $4,136-8.0% | $4,837-21.4% |
| Participant deferral / active EE | $9,764 | $6,440+51.6% | $5,506+77.3% | $6,341+54.0% |
| Admin fee / account holder | $51 | $13,259-99.6% | $10,280-99.5% | $12,309-99.6% |