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 | $20,722 | $142,405-85.4% | $115,157-82.0% | $152,861-86.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 23.02% | 41.48%-18.5pp | 35.60%-12.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,915 | $4,010-52.2% | $3,179-39.7% | $4,762-59.8% |
| Participant deferral / active EE | $3,063 | $5,164-40.7% | $4,168-26.5% | $5,850-47.7% |
| Admin fee / account holder | $11 | $8,462-99.9% | $7,088-99.9% | $11,596-99.9% |