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 | $11,681 | $54,541-78.6% | $78,778-85.2% | $70,131-83.3% |
| Participation rate | 81.5% | 60.8%+20.7pp | 69.2%+12.3pp | 69.5%+11.9pp |
| Annual return | 19.30% | 21.07%-1.8pp | 35.62%-16.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,006 | $1,089-7.6% | $1,986-49.3% | $2,342-57.1% |
| Participant deferral / active EE | $1,105 | $2,210-50.0% | $2,958-62.6% | $3,332-66.8% |
| Admin fee / account holder | $133 | $3,709-96.4% | $5,134-97.4% | $4,645-97.1% |