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 | $8,497 | $77,899-89.1% | $149,673-94.3% | $75,163-88.7% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.8pp | 67.2%+28.3pp |
| Annual return | 13.46% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $735 | $3,137-76.6% | $4,818-84.8% | $2,670-72.5% |
| Participant deferral / active EE | $1,176 | $3,411-65.5% | $5,680-79.3% | $4,125-71.5% |
| Admin fee / account holder | $278 | $5,956-95.3% | $13,210-97.9% | $5,651-95.1% |