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 | $14,248 | $106,890-86.7% | $84,015-83.0% | $152,861-90.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 25.91% | 104.99%-79.1pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,392 | $2,734-49.1% | $1,983-29.8% | $4,762-70.8% |
| Participant deferral / active EE | $1,907 | $4,011-52.5% | $3,239-41.1% | $5,850-67.4% |
| Admin fee / account holder | $149 | $8,285-98.2% | $6,101-97.6% | $11,596-98.7% |