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 | $11,481 | $127,777-91.0% | $106,548-89.2% | $167,490-93.1% |
| Participation rate | 79.2% | 78.3%+0.9pp | 76.1%+3.0pp | 82.1%-2.9pp |
| Annual return | 12.08% | 33.87%-21.8pp | 26.80%-14.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,023 | $3,427-70.1% | $2,819-63.7% | $4,837-78.8% |
| Participant deferral / active EE | $2,228 | $5,087-56.2% | $4,398-49.4% | $6,341-64.9% |
| Admin fee / account holder | $187 | $11,228-98.3% | $7,407-97.5% | $12,309-98.5% |