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 | $12,409 | $76,367-83.8% | $93,606-86.7% | $72,985-83.0% |
| Participation rate | 79.2% | 71.7%+7.5pp | 75.8%+3.4pp | 69.5%+9.8pp |
| Annual return | 27.97% | 25.82%+2.2pp | 32.76%-4.8pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,265 | $2,275-44.4% | $2,718-53.5% | $2,440-48.2% |
| Participant deferral / active EE | $2,624 | $3,538-25.8% | $4,069-35.5% | $3,607-27.3% |
| Admin fee / account holder | $153 | $6,838-97.8% | $7,888-98.1% | $5,124-97.0% |