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 | $15,676 | $88,707-82.3% | $74,183-78.9% | $273,961-94.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 20.00% | 11.94%+8.1pp | 17.74%+2.3pp | 41.45%-21.5pp |
| Employer contribution / active EE | $1,566 | $3,159-50.4% | $2,370-33.9% | $4,869-67.8% |
| Participant deferral / active EE | $8,739 | $4,212+107.5% | $3,550+146.2% | $5,287+65.3% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,132-99.9% |