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 | $20,453 | $99,652-79.5% | $78,778-74.0% | $147,584-86.1% |
| Participation rate | 76.5% | 76.2%+0.2pp | 69.2%+7.3pp | 82.8%-6.4pp |
| Annual return | 18.16% | 47.28%-29.1pp | 35.62%-17.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,281 | $2,796-54.2% | $1,986-35.5% | $4,876-73.7% |
| Participant deferral / active EE | $2,298 | $3,664-37.3% | $2,958-22.3% | $5,439-57.7% |
| Admin fee / account holder | $164 | $7,155-97.7% | $5,134-96.8% | $10,885-98.5% |