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 | $21,869 | $89,355-75.5% | $141,162-84.5% | $72,985-70.0% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 26.65% | 111.85%-85.2pp | 71.39%-44.7pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,059 | $3,114-66.0% | $4,735-77.6% | $2,440-56.6% |
| Participant deferral / active EE | $2,393 | $5,418-55.8% | $6,709-64.3% | $3,607-33.7% |
| Admin fee / account holder | $7 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |