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 | $18,924 | $103,376-81.7% | $87,100-78.3% | $152,861-87.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 21.76% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,027 | $3,220-37.1% | $2,521-19.6% | $4,762-57.4% |
| Participant deferral / active EE | $3,331 | $4,778-30.3% | $4,049-17.7% | $5,850-43.1% |
| Admin fee / account holder | $264 | $12,205-97.8% | $7,497-96.5% | $11,596-97.7% |