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 | $11,767 | $157,256-92.5% | $141,162-91.7% | $152,861-92.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 18.59% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,318 | $5,261-74.9% | $4,735-72.2% | $4,762-72.3% |
| Participant deferral / active EE | $2,590 | $7,109-63.6% | $6,709-61.4% | $5,850-55.7% |
| Admin fee / account holder | $263 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |