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 | $11,467 | $176,056-93.5% | $159,436-92.8% | $167,490-93.2% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 20.51% | 331.75%-311.2pp | 263.57%-243.1pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,566 | $5,297-70.4% | $4,829-67.6% | $4,837-67.6% |
| Participant deferral / active EE | $2,794 | $7,750-63.9% | $7,352-62.0% | $6,341-55.9% |
| Admin fee / account holder | $255 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |