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 | $20,411 | $112,096-81.8% | $95,952-78.7% | $158,922-87.2% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 13.75% | 171.09%-157.3pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,608 | $3,198-49.7% | $2,541-36.7% | $4,761-66.2% |
| Participant deferral / active EE | $2,260 | $4,784-52.8% | $4,167-45.8% | $5,982-62.2% |
| Admin fee / account holder | $192 | $10,130-98.1% | $6,795-97.2% | $11,246-98.3% |