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 | $10,915 | $165,912-93.4% | $122,332-91.1% | $147,584-92.6% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 37.51% | 34.55%+3.0pp | 30.27%+7.2pp | 578.55%-541.0pp |
| Employer contribution / active EE | $819 | $5,754-85.8% | $4,050-79.8% | $4,876-83.2% |
| Participant deferral / active EE | $2,038 | $4,005-49.1% | $3,287-38.0% | $5,439-62.5% |
| Admin fee / account holder | $59 | $7,424-99.2% | $5,478-98.9% | $10,885-99.5% |