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 | $7,905 | $45,035-82.4% | $62,995-87.5% | $70,131-88.7% |
| Participation rate | 84.8% | 69.5%+15.3pp | 74.8%+10.0pp | 69.5%+15.3pp |
| Annual return | 23.32% | 18.76%+4.6pp | 87.57%-64.2pp | 73.14%-49.8pp |
| Employer contribution / active EE | $524 | $2,051-74.5% | $2,759-81.0% | $2,342-77.6% |
| Participant deferral / active EE | $874 | $2,465-64.5% | $3,329-73.8% | $3,332-73.8% |
| Admin fee / account holder | $31 | $2,834-98.9% | $3,600-99.1% | $4,645-99.3% |