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 | $29,482 | $209,411-85.9% | $178,490-83.5% | $158,922-81.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.70% | 188.75%-170.0pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,611 | $5,706-71.8% | $5,011-67.8% | $4,761-66.2% |
| Participant deferral / active EE | $2,355 | $5,954-60.5% | $5,202-54.7% | $5,982-60.6% |
| Admin fee / account holder | $147 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |