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 | $7,783 | $45,035-82.7% | $62,995-87.6% | $70,131-88.9% |
| Participation rate | 71.4% | 69.5%+1.9pp | 74.8%-3.4pp | 69.5%+1.9pp |
| Annual return | 26.85% | 18.76%+8.1pp | 87.57%-60.7pp | 73.14%-46.3pp |
| Employer contribution / active EE | $1,017 | $2,051-50.4% | $2,759-63.2% | $2,342-56.6% |
| Participant deferral / active EE | $1,619 | $2,465-34.3% | $3,329-51.4% | $3,332-51.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |