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 | $19,580 | $76,552-74.4% | $123,892-84.2% | $62,891-68.9% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 12.89% | 18.68%-5.8pp | 47.52%-34.6pp | 20.14%-7.3pp |
| Employer contribution / active EE | $2,818 | $2,883-2.3% | $4,617-39.0% | $2,281+23.5% |
| Participant deferral / active EE | $5,028 | $4,840+3.9% | $5,984-16.0% | $3,203+57.0% |
| Admin fee / account holder | $193 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |