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 | $20,990 | $65,041-67.7% | $90,951-76.9% | $79,858-73.7% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 17.01% | 30.45%-13.4pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,194 | $1,247-4.2% | $2,122-43.7% | $2,471-51.7% |
| Participant deferral / active EE | $1,362 | $2,512-45.8% | $3,373-59.6% | $3,740-63.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |