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 | $15,337 | $165,912-90.8% | $122,332-87.5% | $147,584-89.6% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 27.93% | 34.55%-6.6pp | 30.27%-2.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $1,563 | $5,754-72.8% | $4,050-61.4% | $4,876-67.9% |
| Participant deferral / active EE | $5,768 | $4,005+44.0% | $3,287+75.5% | $5,439+6.1% |
| Admin fee / account holder | $174 | $7,424-97.7% | $5,478-96.8% | $10,885-98.4% |