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 | $21,581 | $98,240-78.0% | $82,313-73.8% | $147,584-85.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.46% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,709 | $3,192-46.4% | $2,428-29.6% | $4,876-64.9% |
| Participant deferral / active EE | $3,096 | $4,383-29.4% | $3,706-16.5% | $5,439-43.1% |
| Admin fee / account holder | $67 | $8,563-99.2% | $5,608-98.8% | $10,885-99.4% |