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 7-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 | $9,779 | $162,781-94.0% | $133,956-92.7% | $158,922-93.8% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 30.92% | 41.94%-11.0pp | 45.09%-14.2pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,751 | $4,975-64.8% | $3,919-55.3% | $4,761-63.2% |
| Participant deferral / active EE | $2,341 | $5,911-60.4% | $5,048-53.6% | $5,982-60.9% |
| Admin fee / account holder | $225 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |