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 | $10,288 | $43,723-76.5% | $121,196-91.5% | $64,186-84.0% |
| Participation rate | 86.2% | 58.3%+27.9pp | 71.7%+14.5pp | 69.6%+16.6pp |
| Annual return | 1.66% | 68.91%-67.2pp | 16.93%-15.3pp | 7.63%-6.0pp |
| Employer contribution / active EE | $826 | $1,296-36.3% | $4,022-79.5% | $2,381-65.3% |
| Participant deferral / active EE | $1,096 | $2,280-51.9% | $3,344-67.2% | $3,470-68.4% |
| Admin fee / account holder | $205 | $3,501-94.1% | $5,019-95.9% | $4,888-95.8% |