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 | $29,037 | $181,894-84.0% | $156,549-81.5% | $273,961-89.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 9.19% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,094 | $6,248-66.5% | $5,501-61.9% | $4,869-57.0% |
| Participant deferral / active EE | $4,685 | $5,550-15.6% | $4,871-3.8% | $5,287-11.4% |
| Admin fee / account holder | $271 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |