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 | $4,322 | $50,082-91.4% | $93,406-95.4% | $79,858-94.6% |
| Participation rate | 78.8% | 60.9%+17.9pp | 66.8%+12.0pp | 69.6%+9.2pp |
| Annual return | 25.23% | 24.59%+0.6pp | 78.05%-52.8pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,022 | $1,303-21.6% | $2,075-50.8% | $2,471-58.6% |
| Participant deferral / active EE | $2,237 | $2,212+1.1% | $3,126-28.4% | $3,740-40.2% |
| Admin fee / account holder | $42 | $3,454-98.8% | $5,230-99.2% | $5,306-99.2% |