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 | $27,182 | $87,733-69.0% | $106,548-74.5% | $85,850-68.3% |
| Participation rate | 90.4% | 71.9%+18.5pp | 76.1%+14.3pp | 69.3%+21.1pp |
| Annual return | 26.14% | 21.86%+4.3pp | 26.80%-0.7pp | 318.53%-292.4pp |
| Employer contribution / active EE | $942 | $2,073-54.5% | $2,819-66.6% | $2,565-63.3% |
| Participant deferral / active EE | $1,560 | $3,469-55.0% | $4,398-64.5% | $3,952-60.5% |
| Admin fee / account holder | $287 | $6,767-95.8% | $7,407-96.1% | $6,260-95.4% |