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 | $7,919 | $77,899-89.8% | $149,673-94.7% | $75,163-89.5% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.6pp | 67.2%+23.1pp |
| Annual return | 22.57% | 31.72%-9.2pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,762 | $3,137-43.9% | $4,818-63.4% | $2,670-34.0% |
| Participant deferral / active EE | $4,886 | $3,411+43.2% | $5,680-14.0% | $4,125+18.4% |
| Admin fee / account holder | $298 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |