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 | $20,028 | $157,256-87.3% | $141,162-85.8% | $152,861-86.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 41.22% | 64.32%-23.1pp | 71.39%-30.2pp | 345.32%-304.1pp |
| Employer contribution / active EE | $2,355 | $5,261-55.2% | $4,735-50.3% | $4,762-50.5% |
| Participant deferral / active EE | $2,846 | $7,109-60.0% | $6,709-57.6% | $5,850-51.3% |
| Admin fee / account holder | $130 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |