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 | $3,712 | $77,419-95.2% | $69,455-94.7% | $152,861-97.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 21.95% | 39.06%-17.1pp | 28.97%-7.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $587 | $3,315-82.3% | $2,779-78.9% | $4,762-87.7% |
| Participant deferral / active EE | $1,528 | $4,414-65.4% | $3,535-56.8% | $5,850-73.9% |
| Admin fee / account holder | $74 | $6,207-98.8% | $3,839-98.1% | $11,596-99.4% |