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 | $18,057 | $93,571-80.7% | $135,903-86.7% | $75,163-76.0% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 17.49% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,908 | $3,537+38.8% | $4,856+1.1% | $2,670+83.9% |
| Participant deferral / active EE | $3,507 | $6,404-45.2% | $7,758-54.8% | $4,125-15.0% |
| Admin fee / account holder | $68 | $6,975-99.0% | $10,762-99.4% | $5,651-98.8% |