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 | $16,488 | $89,355-81.5% | $141,162-88.3% | $72,985-77.4% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.5%-7.1pp | 69.5%+5.9pp |
| Annual return | 35.68% | 111.85%-76.2pp | 71.39%-35.7pp | 81.00%-45.3pp |
| Employer contribution / active EE | $1,798 | $3,114-42.3% | $4,735-62.0% | $2,440-26.3% |
| Participant deferral / active EE | $3,730 | $5,418-31.2% | $6,709-44.4% | $3,607+3.4% |
| Admin fee / account holder | $81 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |