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 | $10,191 | $98,750-89.7% | $149,696-93.2% | $79,858-87.2% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 29.87% | 27.43%+2.4pp | 276.60%-246.7pp | 31.71%-1.8pp |
| Employer contribution / active EE | $748 | $3,216-76.7% | $4,644-83.9% | $2,471-69.7% |
| Participant deferral / active EE | $2,557 | $5,680-55.0% | $6,842-62.6% | $3,740-31.6% |
| Admin fee / account holder | $261 | $6,053-95.7% | $9,309-97.2% | $5,306-95.1% |