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 | $8,732 | $91,190-90.4% | $178,490-95.1% | $79,858-89.1% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.01% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,739 | $3,256-46.6% | $5,011-65.3% | $2,471-29.6% |
| Participant deferral / active EE | $1,489 | $3,236-54.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $117 | $6,751-98.3% | $13,984-99.2% | $5,306-97.8% |