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 5-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 | $8,664 | $61,605-85.9% | $112,229-92.3% | $75,163-88.5% |
| Participation rate | 88.9% | 61.7%+27.2pp | 72.4%+16.5pp | 67.2%+21.7pp |
| Annual return | 27.99% | 28.47%-0.5pp | 30.20%-2.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $1,214 | $2,015-39.8% | $3,430-64.6% | $2,670-54.5% |
| Participant deferral / active EE | $3,100 | $3,108-0.3% | $4,798-35.4% | $4,125-24.8% |
| Admin fee / account holder | $262 | $4,862-94.6% | $7,748-96.6% | $5,651-95.4% |