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 | $13,982 | $63,346-77.9% | $92,233-84.8% | $70,131-80.1% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 22.58% | 530.12%-507.5pp | 176.28%-153.7pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,707 | $2,471-30.9% | $3,679-53.6% | $2,342-27.1% |
| Participant deferral / active EE | $3,648 | $2,854+27.8% | $3,897-6.4% | $3,332+9.5% |
| Admin fee / account holder | $186 | $3,840-95.2% | $5,194-96.4% | $4,645-96.0% |