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 | $12,648 | $157,256-92.0% | $141,162-91.0% | $152,861-91.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.86% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,203 | $5,261-58.1% | $4,735-53.5% | $4,762-53.8% |
| Participant deferral / active EE | $4,500 | $7,109-36.7% | $6,709-32.9% | $5,850-23.1% |
| Admin fee / account holder | $43 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |