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 | $13,758 | $89,355-84.6% | $141,162-90.3% | $72,985-81.1% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 27.62% | 111.85%-84.2pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,436 | $3,114-53.9% | $4,735-69.7% | $2,440-41.1% |
| Participant deferral / active EE | $4,386 | $5,418-19.0% | $6,709-34.6% | $3,607+21.6% |
| Admin fee / account holder | $298 | $5,958-95.0% | $10,261-97.1% | $5,124-94.2% |