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 | $13,138 | $176,377-92.6% | $134,143-90.2% | $158,922-91.7% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 21.84% | 63.63%-41.8pp | 36.33%-14.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $90 | $5,040-98.2% | $3,704-97.6% | $4,761-98.1% |
| Participant deferral / active EE | $3,254 | $4,091-20.5% | $3,499-7.0% | $5,982-45.6% |
| Admin fee / account holder | $22 | $8,718-99.7% | $6,684-99.7% | $11,246-99.8% |