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 | $8,027 | $46,869-82.9% | $122,332-93.4% | $70,131-88.6% |
| Participation rate | 86.2% | 58.2%+28.0pp | 71.6%+14.6pp | 69.5%+16.7pp |
| Annual return | 16.29% | 24.22%-7.9pp | 30.27%-14.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,347 | $1,288+4.6% | $4,050-66.7% | $2,342-42.5% |
| Participant deferral / active EE | $995 | $2,166-54.1% | $3,287-69.7% | $3,332-70.1% |
| Admin fee / account holder | $218 | $3,322-93.4% | $5,478-96.0% | $4,645-95.3% |