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 | $5,113 | $45,073-88.7% | $69,455-92.6% | $72,985-93.0% |
| Participation rate | 89.4% | 68.5%+20.9pp | 74.6%+14.8pp | 69.5%+19.9pp |
| Annual return | 25.30% | 22.65%+2.6pp | 28.97%-3.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $794 | $2,054-61.3% | $2,779-71.4% | $2,440-67.5% |
| Participant deferral / active EE | $881 | $2,602-66.1% | $3,535-75.1% | $3,607-75.6% |
| Admin fee / account holder | $99 | $3,056-96.8% | $3,839-97.4% | $5,124-98.1% |