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 | $31,545 | $183,963-82.9% | $162,163-80.5% | $152,861-79.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 31.72% | 150.76%-119.0pp | 115.59%-83.9pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,902 | $6,371-70.1% | $5,614-66.1% | $4,762-60.1% |
| Participant deferral / active EE | $7,130 | $8,034-11.3% | $7,298-2.3% | $5,850+21.9% |
| Admin fee / account holder | $215 | $13,121-98.4% | $10,843-98.0% | $11,596-98.1% |