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 | $11,091 | $198,466-94.4% | $170,442-93.5% | $147,584-92.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 18.28% | 257.29%-239.0pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,946 | $6,184-68.5% | $5,433-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $2,022 | $5,629-64.1% | $4,939-59.1% | $5,439-62.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |