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 | $24,986 | $78,422-68.1% | $95,952-74.0% | $79,858-68.7% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $660 | $1,945-66.1% | $2,541-74.0% | $2,471-73.3% |
| Participant deferral / active EE | $1,991 | $3,440-42.1% | $4,167-52.2% | $3,740-46.8% |
| Admin fee / account holder | $271 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |