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 | $16,757 | $153,772-89.1% | $133,980-87.5% | $273,961-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.82% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,956 | $6,029-67.6% | $5,211-62.5% | $4,869-59.8% |
| Participant deferral / active EE | $9,259 | $6,958+33.1% | $6,282+47.4% | $5,287+75.1% |
| Admin fee / account holder | $6 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |