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 | $14,921 | $78,705-81.0% | $117,854-87.3% | $70,131-78.7% |
| Participation rate | 96.6% | 73.2%+23.4pp | 79.7%+16.9pp | 69.5%+27.0pp |
| Annual return | 18.90% | 23.30%-4.4pp | 335.08%-316.2pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,114 | $2,223-49.9% | $3,786-70.6% | $2,342-52.4% |
| Participant deferral / active EE | $2,515 | $3,297-23.7% | $4,482-43.9% | $3,332-24.5% |
| Admin fee / account holder | $147 | $5,065-97.1% | $8,020-98.2% | $4,645-96.8% |