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 | $14,107 | $91,552-84.6% | $133,956-89.5% | $79,858-82.3% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.6%+15.4pp |
| Annual return | 17.26% | 61.85%-44.6pp | 45.09%-27.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,233 | $2,384-48.3% | $3,919-68.5% | $2,471-50.1% |
| Participant deferral / active EE | $2,335 | $3,733-37.4% | $5,048-53.7% | $3,740-37.6% |
| Admin fee / account holder | $188 | $6,321-97.0% | $8,927-97.9% | $5,306-96.5% |