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 | $21,043 | $157,256-86.6% | $141,162-85.1% | $152,861-86.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 27.12% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,093 | $5,261-79.2% | $4,735-76.9% | $4,762-77.0% |
| Participant deferral / active EE | $3,336 | $7,109-53.1% | $6,709-50.3% | $5,850-43.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |