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 | $11,648 | $54,541-78.6% | $78,778-85.2% | $70,131-83.4% |
| Participation rate | 72.7% | 60.8%+11.9pp | 69.2%+3.5pp | 69.5%+3.2pp |
| Annual return | 60.38% | 21.07%+39.3pp | 35.62%+24.8pp | 73.14%-12.8pp |
| Employer contribution / active EE | $698 | $1,089-35.9% | $1,986-64.8% | $2,342-70.2% |
| Participant deferral / active EE | $3,253 | $2,210+47.2% | $2,958+10.0% | $3,332-2.4% |
| Admin fee / account holder | $36 | $3,709-99.0% | $5,134-99.3% | $4,645-99.2% |