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 | $13,742 | $126,574-89.1% | $106,213-87.1% | $145,922-90.6% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 32.41% | 224.79%-192.4pp | 116.14%-83.7pp | 561.29%-528.9pp |
| Employer contribution / active EE | $1,898 | $3,730-49.1% | $3,171-40.1% | $4,660-59.3% |
| Participant deferral / active EE | $6,893 | $5,724+20.4% | $5,016+37.4% | $6,688+3.1% |
| Admin fee / account holder | $165 | $17,304-99.0% | $11,033-98.5% | $13,397-98.8% |