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 | $17,712 | $76,552-76.9% | $123,892-85.7% | $62,891-71.8% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 12.01% | 18.68%-6.7pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,843 | $2,883-36.1% | $4,617-60.1% | $2,281-19.2% |
| Participant deferral / active EE | $3,303 | $4,840-31.8% | $5,984-44.8% | $3,203+3.1% |
| Admin fee / account holder | $58 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |