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 | $17,970 | $109,359-83.6% | $162,163-88.9% | $72,985-75.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 30.73% | 25.46%+5.3pp | 115.59%-84.9pp | 81.00%-50.3pp |
| Employer contribution / active EE | $1,557 | $3,907-60.1% | $5,614-72.3% | $2,440-36.2% |
| Participant deferral / active EE | $3,046 | $5,481-44.4% | $7,298-58.3% | $3,607-15.6% |
| Admin fee / account holder | $248 | $7,972-96.9% | $10,843-97.7% | $5,124-95.2% |