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 | $16,397 | $112,881-85.5% | $90,951-82.0% | $158,922-89.7% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 22.90% | 215.79%-192.9pp | 134.60%-111.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,957 | $2,893-32.4% | $2,122-7.8% | $4,761-58.9% |
| Participant deferral / active EE | $3,267 | $4,128-20.9% | $3,373-3.1% | $5,982-45.4% |
| Admin fee / account holder | $52 | $8,041-99.4% | $5,959-99.1% | $11,246-99.5% |