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 | $11,574 | $99,652-88.4% | $78,778-85.3% | $147,584-92.2% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 13.31% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,515 | $2,796-45.8% | $1,986-23.7% | $4,876-68.9% |
| Participant deferral / active EE | $1,883 | $3,664-48.6% | $2,958-36.4% | $5,439-65.4% |
| Admin fee / account holder | $77 | $7,155-98.9% | $5,134-98.5% | $10,885-99.3% |