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 | $8,181 | $78,926-89.6% | $136,749-94.0% | $84,808-90.4% |
| Participation rate | 87.5% | 62.2%+25.3pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 22.09% | 18.17%+3.9pp | 24.33%-2.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,494 | $2,134-30.0% | $3,400-56.0% | $2,631-43.2% |
| Participant deferral / active EE | $1,923 | $3,168-39.3% | $4,692-59.0% | $4,212-54.3% |
| Admin fee / account holder | $204 | $6,369-96.8% | $11,386-98.2% | $7,344-97.2% |