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 | $13,014 | $77,634-83.2% | $156,549-91.7% | $62,891-79.3% |
| Participation rate | 77.4% | 71.2%+6.2pp | 84.0%-6.6pp | 69.3%+8.1pp |
| Annual return | 4.92% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,090 | $3,444-68.4% | $5,501-80.2% | $2,281-52.2% |
| Participant deferral / active EE | $1,420 | $3,045-53.4% | $4,871-70.8% | $3,203-55.7% |
| Admin fee / account holder | $219 | $5,561-96.1% | $13,027-98.3% | $4,296-94.9% |