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 | $12,834 | $72,012-82.2% | $185,823-93.1% | $79,858-83.9% |
| Participation rate | 92.1% | 65.8%+26.4pp | 78.0%+14.1pp | 69.6%+22.5pp |
| Annual return | 17.78% | 23.12%-5.3pp | 35.95%-18.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $896 | $1,965-54.4% | $4,087-78.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,651 | $3,779-29.8% | $5,632-52.9% | $3,740-29.1% |
| Admin fee / account holder | $215 | $4,513-95.2% | $9,500-97.7% | $5,306-95.9% |