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 | $14,940 | $53,777-72.2% | $134,143-88.9% | $79,858-81.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.54% | 19.01%-7.5pp | 36.33%-24.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,063 | $1,321+56.2% | $3,704-44.3% | $2,471-16.5% |
| Participant deferral / active EE | $2,357 | $2,420-2.6% | $3,499-32.6% | $3,740-37.0% |
| Admin fee / account holder | $202 | $3,984-94.9% | $6,684-97.0% | $5,306-96.2% |