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 | $24,843 | $209,411-88.1% | $178,490-86.1% | $158,922-84.4% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 21.31% | 188.75%-167.4pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,639 | $5,706-71.3% | $5,011-67.3% | $4,761-65.6% |
| Participant deferral / active EE | $3,308 | $5,954-44.4% | $5,202-36.4% | $5,982-44.7% |
| Admin fee / account holder | $233 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |