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 | $20,191 | $58,512-65.5% | $84,015-76.0% | $72,985-72.3% |
| Participation rate | 82.8% | 61.2%+21.5pp | 69.0%+13.7pp | 69.5%+13.3pp |
| Annual return | 27.45% | 28.93%-1.5pp | 71.31%-43.9pp | 81.00%-53.6pp |
| Employer contribution / active EE | $3,277 | $1,163+181.8% | $1,983+65.2% | $2,440+34.3% |
| Participant deferral / active EE | $5,312 | $2,394+121.9% | $3,239+64.0% | $3,607+47.3% |
| Admin fee / account holder | $180 | $4,569-96.1% | $6,101-97.0% | $5,124-96.5% |