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 | $25,958 | $101,724-74.5% | $164,813-84.2% | $80,856-67.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 20.15% | 16.72%+3.4pp | 69.93%-49.8pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,640 | $2,953-10.6% | $4,341-39.2% | $2,755-4.2% |
| Participant deferral / active EE | $3,586 | $4,477-19.9% | $6,031-40.5% | $4,296-16.5% |
| Admin fee / account holder | $294 | $8,227-96.4% | $12,690-97.7% | $6,918-95.7% |